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GoalVest Advisory’s Goldman Sachs Dynamic New York Municipal Income ETF GMNY Stock Holding History

GoalVest Advisory’s Portfolio GMNY Stock Details GMNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.64M Buy
+34,283
New +$1.69M 0.28% 49

Other funds holding GMNY

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

GoalVest Advisory's GMNY Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Goldman Sachs Dynamic New York Municipal Income ETF (GMNY) in Q3 2026: 34,283 shares worth $1.64M. The stake represents 0.28% of the portfolio and ranks #49 among its holdings.

5 funds tracked by Wall St. Rank hold GMNY as of Q3 2026.

  • GoalVest Advisory held 34,283 shares of Goldman Sachs Dynamic New York Municipal Income ETF worth $1.64M as of Q3 2026.
  • Goldman Sachs Dynamic New York Municipal Income ETF was a new GoalVest Advisory position in Q3 2026.
  • Goldman Sachs Dynamic New York Municipal Income ETF made up 0.28% of GoalVest Advisory's portfolio in Q3 2026, its #49 holding.
  • 5 funds tracked by Wall St. Rank held Goldman Sachs Dynamic New York Municipal Income ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.