GPS Wealth Strategies Group’s Sunoco SUN Stock Holding History

GPS Wealth Strategies Group’s Portfolio SUN Stock Details SUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$14.4K	Sell	275 -410	-60%	-$21.7K	0.01%	348
2025 Q3	$34.3K	Hold	685	–	–	﹤0.01%	764
2025 Q2	$36.7K	Sell	685 -559	-45%	-$30.9K	﹤0.01%	709
2025 Q1	$72.2K	Buy	1,244 +150	+14%	+$8.49K	0.01%	533
2024 Q4	$56.3K	Hold	1,094	–	–	0.01%	556
2024 Q3	$58.7K	Hold	1,094	–	–	0.01%	546
2024 Q2	$61.8K	Hold	1,094	–	–	0.01%	497
2024 Q1	$65.9K	Hold	1,094	–	–	0.01%	454
2023 Q4	$65.6K	Buy	1,094 +17	+2%	+$904	0.01%	435
2023 Q3	$52.7K	Buy	1,077 +19	+2%	+$863	0.01%	474
2023 Q2	$46.1K	Buy	1,058 +20	+2%	+$885	0.01%	509
2023 Q1	$45.6K	Buy	+1,038	New	+$46.8K	0.01%	499
2022 Q4	–	Sell	-510	Closed	-$20K	–	965
2022 Q3	$20K	Buy	+510	New	+$20.1K	0.01%	621

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return