Annex Advisory Services’s Goldman Sachs ActiveBeta World Equity ETF GSWO Stock Holding History

Annex Advisory Services’s Portfolio GSWO Stock Details GSWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6,058	Closed	-$341K	–	373
2026 Q1	$341K	Sell	6,058 -906,378	-99%	-$52.9M	0.01%	293
2025 Q4	$52.7M	Buy	+912,436	New	+$52.1M	1.01%	32

Other funds holding GSWO

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Annex Advisory Services's GSWO Position: Q2 2026 in Review

Annex Advisory Services sold out of Goldman Sachs ActiveBeta World Equity ETF (GSWO) in Q2 2026, closing a stake of 6,058 shares — an estimated $341K sold.

Annex Advisory Services first reported a position in GSWO in Q4 2025 and held it in 2 quarters. The position peaked at $52.7M in Q4 2025. 2 funds tracked by Wall St. Rank hold GSWO as of Q2 2026.

Annex Advisory Services reported no remaining Goldman Sachs ActiveBeta World Equity ETF position as of Q2 2026 after selling out during the quarter.
Annex Advisory Services sold 6,058 Goldman Sachs ActiveBeta World Equity ETF shares in Q2 2026, an estimated $341K.
Annex Advisory Services first reported a position in Goldman Sachs ActiveBeta World Equity ETF in Q4 2025 and held it in 2 quarters.
Annex Advisory Services's Goldman Sachs ActiveBeta World Equity ETF position peaked at $52.7M in Q4 2025.
2 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta World Equity ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.