Capital Advisors Wealth Management’s Goldman Sachs ActiveBeta World Equity ETF GSWO Stock Holding History

Capital Advisors Wealth Management’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
2026 Q2	$266K	Buy	4,198 +308	+8%	+$19K	0.03%	201
2026 Q1	$219K	Buy	3,890 +124	+3%	+$7.24K	0.03%	202
2025 Q4	$217K	Buy	+3,766	New	+$215K	0.03%	206

Other funds holding GSWO

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

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Capital Advisors Wealth Management's GSWO Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Goldman Sachs ActiveBeta World Equity ETF (GSWO) stake by 7.9% in Q2 2026, buying an estimated $19K and bringing the position to 4,198 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #201.

Capital Advisors Wealth Management first reported a position in GSWO in Q4 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold GSWO as of Q2 2026.

Capital Advisors Wealth Management held 4,198 shares of Goldman Sachs ActiveBeta World Equity ETF worth $266K as of Q2 2026.
Capital Advisors Wealth Management bought 308 Goldman Sachs ActiveBeta World Equity ETF shares in Q2 2026, an estimated $19K.
Goldman Sachs ActiveBeta World Equity ETF made up 0.03% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #201 holding.
Capital Advisors Wealth Management first reported a position in Goldman Sachs ActiveBeta World Equity ETF in Q4 2025 and has held it in 3 quarters since.
4 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta World Equity ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.