Bollard Group’s Goldman Sachs Enhanced U.S. Equity ETF GUSE Stock Holding History

Bollard Group’s Portfolio GUSE Stock Details GUSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$387K	Hold	8,577	–	–	0.01%	141
2026 Q1	$335K	Hold	8,577	–	–	0.01%	154
2025 Q4	$347K	Buy	+8,577	New	+$347K	0.01%	147

Other funds holding GUSE

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFG

Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return

Bollard Group's GUSE Position: Q2 2026 in Review

Bollard Group held its Goldman Sachs Enhanced U.S. Equity ETF (GUSE) position steady in Q2 2026 at 8,577 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #141.

Bollard Group first reported a position in GUSE in Q4 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold GUSE as of Q2 2026.

Bollard Group held 8,577 shares of Goldman Sachs Enhanced U.S. Equity ETF worth $387K as of Q2 2026.
Bollard Group left its Goldman Sachs Enhanced U.S. Equity ETF share count unchanged in Q2 2026.
Goldman Sachs Enhanced U.S. Equity ETF made up 0.01% of Bollard Group's portfolio in Q2 2026, its #141 holding.
Bollard Group first reported a position in Goldman Sachs Enhanced U.S. Equity ETF in Q4 2025 and has held it in 3 quarters since.
28 funds tracked by Wall St. Rank held Goldman Sachs Enhanced U.S. Equity ETF as of Q2 2026.

Based on Bollard Group's 13F filing for Q2 2026, filed 12 Aug 2026.