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Great Valley Advisor Group’s Goldman Sachs Access US Aggregate Bond ETF GCOR Stock Holding History

Great Valley Advisor Group’s Portfolio GCOR Stock Details GCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,921
Closed -$203K – 915
2025
Q1 		$203K Sell
4,921
-2,713
-36% -$111K ﹤0.01% 837
2024
Q4 		$308K Buy
+7,634
New +$314K 0.01% 687

Other funds holding GCOR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BA
Bristlecone Advisors Bellevue, Washington $1.2B AUM 19.79% 1-Year Est. Return

Great Valley Advisor Group's GCOR Position: Q2 2025 in Review

Great Valley Advisor Group sold out of Goldman Sachs Access US Aggregate Bond ETF (GCOR) in Q2 2025, closing a stake of 4,921 shares — an estimated $203K sold.

Great Valley Advisor Group first reported a position in GCOR in Q4 2024 and held it in 2 quarters. The position peaked at $308K in Q4 2024. 55 funds tracked by Wall St. Rank hold GCOR as of Q2 2025.

  • Great Valley Advisor Group reported no remaining Goldman Sachs Access US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 4,921 Goldman Sachs Access US Aggregate Bond ETF shares in Q2 2025, an estimated $203K.
  • Great Valley Advisor Group first reported a position in Goldman Sachs Access US Aggregate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Great Valley Advisor Group's Goldman Sachs Access US Aggregate Bond ETF position peaked at $308K in Q4 2024.
  • 55 funds tracked by Wall St. Rank held Goldman Sachs Access US Aggregate Bond ETF as of Q2 2025.

Based on Great Valley Advisor Group's 13F filing for Q2 2025, filed 14 Aug 2025.