AWS
GSWO

Atria Wealth Solutions’s Goldman Sachs ActiveBeta World Equity ETF GSWO Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$292K Sell
5,336
-6,889
-56% -$361K 0.01% 1166
2025
Q1 		$630K Buy
12,225
+135
+1% +$6.92K 0.01% 1087
2024
Q4 		$598K Buy
12,090
+79
+0.7% +$4K 0.01% 1177
2024
Q3 		$610K Sell
12,011
-578
-5% -$28.2K 0.01% 1141
2024
Q2 		$590K Buy
12,589
+220
+2% +$10.2K 0.01% 1157
2024
Q1 		$581K Sell
12,369
-7,916
-39% -$358K 0.01% 1192
2023
Q4 		$891K Sell
20,285
-68
-0.3% -$2.81K 0.01% 915
2023
Q3 		$814K Buy
20,353
+6,096
+43% +$251K 0.01% 907
2023
Q2 		$590K Sell
14,257
-440
-3% -$17.8K 0.01% 1075
2023
Q1 		$583K Buy
+14,697
New +$574K 0.01% 1040

Other funds holding GSWO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return