GI
GBUY

Gradient Investments’s Goldman Sachs Future Consumer Equity ETF GBUY Stock Holding History

Gradient Investments’s Portfolio GBUY Stock Details GBUY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,187
Closed -$236K – 367
2025
Q1 		$236K Sell
7,187
-498,273
-99% -$17.5M ﹤0.01% 298
2024
Q4 		$17.8M Sell
505,460
-816,097
-62% -$29M 0.36% 80
2024
Q3 		$46.2M Buy
1,321,557
+25,942
+2% +$855K 0.96% 29
2024
Q2 		$42.8M Sell
1,295,615
-899,795
-41% -$28.8M 0.96% 24
2024
Q1 		$69.6M Sell
2,195,410
-101,588
-4% -$3.02M 1.61% 13
2023
Q4 		$64.5M Buy
2,296,998
+513,231
+29% +$13.6M 1.56% 11
2023
Q3 		$45.1M Buy
1,783,767
+426,951
+31% +$11.6M 1.19% 18
2023
Q2 		$38M Sell
1,356,816
-5,451
-0.4% -$147K 0.98% 24
2023
Q1 		$36.4M Buy
+1,362,267
New +$34.9M 0.99% 23

Other funds holding GBUY

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.27B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return