CWM
GSWO

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

Copia 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
Q1 		$450 Hold
8
– – ﹤0.01% 501
2025
Q4 		$462 Hold
8
– – ﹤0.01% 497
2025
Q3 		$456 Hold
8
– – ﹤0.01% 457
2025
Q2 		$438 Hold
8
– – ﹤0.01% 447
2025
Q1 		$412 Buy
+8
New +$410 ﹤0.01% 430

Other funds holding GSWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Copia Wealth Management's GSWO Position: Q1 2026 in Review

Copia Wealth Management held its Goldman Sachs ActiveBeta World Equity ETF (GSWO) position steady in Q1 2026 at 8 shares worth $450. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Copia Wealth Management first reported a position in GSWO in Q1 2025 and has held it in 5 quarters since. The position peaked at $462 in Q4 2025. 38 funds tracked by Wall St. Rank hold GSWO as of Q1 2026.

  • Copia Wealth Management held 8 shares of Goldman Sachs ActiveBeta World Equity ETF worth $450 as of Q1 2026.
  • Copia Wealth Management left its Goldman Sachs ActiveBeta World Equity ETF share count unchanged in Q1 2026.
  • Goldman Sachs ActiveBeta World Equity ETF made up ﹤0.01% of Copia Wealth Management's portfolio in Q1 2026, its #501 holding.
  • Copia Wealth Management first reported a position in Goldman Sachs ActiveBeta World Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Copia Wealth Management's Goldman Sachs ActiveBeta World Equity ETF position peaked at $462 in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta World Equity ETF as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.