AE Wealth Management’s Goldman Sachs Future Tech Leaders Equity ETF GTEK Stock Holding History

AE Wealth Management’s Portfolio GTEK Stock Details GTEK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-17,578	Closed	-$368K	–	1927
2022 Q4	$368K	Buy	17,578 +2,407	+16%	+$51.2K	﹤0.01%	1417
2022 Q3	$318K	Sell	15,171 -62,409	-80%	-$1.49M	﹤0.01%	1451
2022 Q2	$1.78M	Buy	+77,580	New	+$2.02M	0.01%	707
2022 Q1	–	Sell	-9,069	Closed	-$356K	–	1731
2021 Q4	$356K	Buy	+9,069	New	+$360K	﹤0.01%	1389

Other funds holding GTEK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AE Wealth Management's GTEK Position: Q1 2023 in Review

AE Wealth Management sold out of Goldman Sachs Future Tech Leaders Equity ETF (GTEK) in Q1 2023, closing a stake of 17,578 shares — an estimated $368K sold.

AE Wealth Management first reported a position in GTEK in Q4 2021 and held it in 4 quarters. The position peaked at $1.78M in Q2 2022. 28 funds tracked by Wall St. Rank hold GTEK as of Q1 2023.

AE Wealth Management reported no remaining Goldman Sachs Future Tech Leaders Equity ETF position as of Q1 2023 after selling out during the quarter.
AE Wealth Management sold 17,578 Goldman Sachs Future Tech Leaders Equity ETF shares in Q1 2023, an estimated $368K.
AE Wealth Management first reported a position in Goldman Sachs Future Tech Leaders Equity ETF in Q4 2021 and held it in 4 quarters.
AE Wealth Management's Goldman Sachs Future Tech Leaders Equity ETF position peaked at $1.78M in Q2 2022.
28 funds tracked by Wall St. Rank held Goldman Sachs Future Tech Leaders Equity ETF as of Q1 2023.

Based on AE Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.