Heritage Wealth Advisors’s Goldman Sachs Innovate Equity ETF GINN Stock Holding History

Heritage Wealth Advisors’s Portfolio GINN Stock Details GINN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-507	Closed	-$31.2K	–	609
2024 Q4	$31.2K	Buy	+507	New	+$31.7K	﹤0.01%	352

Other funds holding GINN

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Heritage Wealth Advisors's GINN Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Goldman Sachs Innovate Equity ETF (GINN) in Q1 2025, closing a stake of 507 shares — an estimated $31.2K sold.

Heritage Wealth Advisors first reported a position in GINN in Q4 2024 and held it in 1 quarter. The position peaked at $31.2K in Q4 2024. 35 funds tracked by Wall St. Rank hold GINN as of Q1 2025.

Heritage Wealth Advisors reported no remaining Goldman Sachs Innovate Equity ETF position as of Q1 2025 after selling out during the quarter.
Heritage Wealth Advisors sold 507 Goldman Sachs Innovate Equity ETF shares in Q1 2025, an estimated $31.2K.
Heritage Wealth Advisors first reported a position in Goldman Sachs Innovate Equity ETF in Q4 2024 and held it in 1 quarter.
Heritage Wealth Advisors's Goldman Sachs Innovate Equity ETF position peaked at $31.2K in Q4 2024.
35 funds tracked by Wall St. Rank held Goldman Sachs Innovate Equity ETF as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.