AWM
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AE Wealth Management’s Goldman Sachs Access Inflation Protected USD Bond ETF GTIP Stock Holding History

AE Wealth Management’s Portfolio GTIP Stock Details GTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-13,961
Closed -$720K – 1798
2022
Q2 		$720K Sell
13,961
-865
-6% -$46.5K 0.01% 1010
2022
Q1 		$836K Buy
+14,826
New +$844K 0.01% 980

Other funds holding GTIP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MW
Milestone Wealth Buffalo, New York $89.5M AUM 17.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AE Wealth Management's GTIP Position: Q3 2022 in Review

AE Wealth Management sold out of Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) in Q3 2022, closing a stake of 13,961 shares — an estimated $720K sold.

AE Wealth Management first reported a position in GTIP in Q1 2022 and held it in 2 quarters. The position peaked at $836K in Q1 2022. 42 funds tracked by Wall St. Rank hold GTIP as of Q3 2022.

  • AE Wealth Management reported no remaining Goldman Sachs Access Inflation Protected USD Bond ETF position as of Q3 2022 after selling out during the quarter.
  • AE Wealth Management sold 13,961 Goldman Sachs Access Inflation Protected USD Bond ETF shares in Q3 2022, an estimated $720K.
  • AE Wealth Management first reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF in Q1 2022 and held it in 2 quarters.
  • AE Wealth Management's Goldman Sachs Access Inflation Protected USD Bond ETF position peaked at $836K in Q1 2022.
  • 42 funds tracked by Wall St. Rank held Goldman Sachs Access Inflation Protected USD Bond ETF as of Q3 2022.

Based on AE Wealth Management's 13F filing for Q3 2022, filed 25 Oct 2022.