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Bartlett & Co Wealth Management’s Goose Hollow Tactical Allocation ETF GHTA Stock Holding History

Bartlett & Co Wealth Management’s Portfolio GHTA Stock Details GHTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7
Closed -$214 – 1237
2025
Q2 		$214 Sell
7
-80
-92% -$2.34K ﹤0.01% 1198
2025
Q1 		$2.53K Buy
+87
New +$2.55K ﹤0.01% 1049

Other funds holding GHTA

BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Bartlett & Co Wealth Management's GHTA Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of Goose Hollow Tactical Allocation ETF (GHTA) in Q3 2025, closing a stake of 7 shares — an estimated $214 sold.

Bartlett & Co Wealth Management first reported a position in GHTA in Q1 2025 and held it in 2 quarters. The position peaked at $2.53K in Q1 2025. 9 funds tracked by Wall St. Rank hold GHTA as of Q3 2025.

  • Bartlett & Co Wealth Management reported no remaining Goose Hollow Tactical Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 7 Goose Hollow Tactical Allocation ETF shares in Q3 2025, an estimated $214.
  • Bartlett & Co Wealth Management first reported a position in Goose Hollow Tactical Allocation ETF in Q1 2025 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Goose Hollow Tactical Allocation ETF position peaked at $2.53K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Goose Hollow Tactical Allocation ETF as of Q3 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.