Atria Wealth Solutions’s Goldman Sachs Future Tech Leaders Equity ETF GTEK Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-56,765	Closed	-$1.36M	–	1917
2023 Q1	$1.36M	Buy	56,765 +1,467	+3%	+$34K	0.02%	692
2022 Q4	$1.16M	Buy	55,298 +659	+1%	+$14K	0.02%	687
2022 Q3	$1.15M	Sell	54,639 -441	-0.8%	-$10.6K	0.02%	672
2022 Q2	$1.26M	Buy	55,080 +11,944	+28%	+$310K	0.02%	601
2022 Q1	$1.34M	Buy	+43,136	New	+$1.41M	0.02%	614

Other funds holding GTEK

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

RJFSA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RPCONE

Retirement Planning Company of New England Warwick, Rhode Island $278M AUM 38.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Atria Wealth Solutions's GTEK Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Goldman Sachs Future Tech Leaders Equity ETF (GTEK) in Q2 2023, closing a stake of 56,765 shares — an estimated $1.36M sold.

Atria Wealth Solutions first reported a position in GTEK in Q1 2022 and held it in 5 quarters. The position peaked at $1.36M in Q1 2023. 19 funds tracked by Wall St. Rank hold GTEK as of Q2 2023.

Atria Wealth Solutions reported no remaining Goldman Sachs Future Tech Leaders Equity ETF position as of Q2 2023 after selling out during the quarter.
Atria Wealth Solutions sold 56,765 Goldman Sachs Future Tech Leaders Equity ETF shares in Q2 2023, an estimated $1.36M.
Atria Wealth Solutions first reported a position in Goldman Sachs Future Tech Leaders Equity ETF in Q1 2022 and held it in 5 quarters.
Atria Wealth Solutions's Goldman Sachs Future Tech Leaders Equity ETF position peaked at $1.36M in Q1 2023.
19 funds tracked by Wall St. Rank held Goldman Sachs Future Tech Leaders Equity ETF as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.