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 Q2	$508	Hold	8	–	–	﹤0.01%	534
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

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Copia Wealth Management's GSWO Position: Q2 2026 in Review

Copia Wealth Management held its Goldman Sachs ActiveBeta World Equity ETF (GSWO) position steady in Q2 2026 at 8 shares worth $508. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Copia Wealth Management first reported a position in GSWO in Q1 2025 and has held it in 6 quarters since. 36 funds tracked by Wall St. Rank hold GSWO as of Q2 2026.

Copia Wealth Management held 8 shares of Goldman Sachs ActiveBeta World Equity ETF worth $508 as of Q2 2026.
Copia Wealth Management left its Goldman Sachs ActiveBeta World Equity ETF share count unchanged in Q2 2026.
Goldman Sachs ActiveBeta World Equity ETF made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #534 holding.
Copia Wealth Management first reported a position in Goldman Sachs ActiveBeta World Equity ETF in Q1 2025 and has held it in 6 quarters since.
36 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta World Equity ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.