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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Atria Wealth Solutions's GSWO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Goldman Sachs ActiveBeta World Equity ETF (GSWO) stake by 56% in Q2 2025, selling an estimated $361K and leaving 5,336 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #1166.

Atria Wealth Solutions first reported a position in GSWO in Q1 2023 and has held it in 10 quarters since. The position peaked at $891K in Q4 2023. 34 funds tracked by Wall St. Rank hold GSWO as of Q2 2025.

Atria Wealth Solutions held 5,336 shares of Goldman Sachs ActiveBeta World Equity ETF worth $292K as of Q2 2025.
Atria Wealth Solutions sold 6,889 Goldman Sachs ActiveBeta World Equity ETF shares in Q2 2025, an estimated $361K.
Goldman Sachs ActiveBeta World Equity ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1166 holding.
Atria Wealth Solutions first reported a position in Goldman Sachs ActiveBeta World Equity ETF in Q1 2023 and has held it in 10 quarters since.
Atria Wealth Solutions's Goldman Sachs ActiveBeta World Equity ETF position peaked at $891K in Q4 2023.
34 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta World Equity ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.