Kestra Advisory Services
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Kestra Advisory Services’s Goldman Sachs ActiveBeta World Equity ETF GSWO Stock Holding History

Kestra Advisory Services’s Portfolio GSWO Stock Details GSWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$562K Buy
8,698
+789
+10% +$51.1K ﹤0.01% 2397
2026
Q2 		$502K Sell
7,909
-1,469
-16% -$90.8K ﹤0.01% 2345
2026
Q1 		$528K Buy
9,378
+2,843
+44% +$166K ﹤0.01% 2178
2025
Q4 		$377K Sell
6,535
-410
-6% -$23.4K ﹤0.01% 2357
2025
Q3 		$396K Buy
+6,945
New +$387K ﹤0.01% 2224

Other funds holding GSWO

CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Capital Advisors Wealth Management
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Kestra Advisory Services's GSWO Position: Q3 2026 in Review

Kestra Advisory Services increased its Goldman Sachs ActiveBeta World Equity ETF (GSWO) stake by 10% in Q3 2026, buying an estimated $51.1K and bringing the position to 8,698 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #2397.

Kestra Advisory Services first reported a position in GSWO in Q3 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold GSWO as of Q3 2026.

  • Kestra Advisory Services held 8,698 shares of Goldman Sachs ActiveBeta World Equity ETF worth $562K as of Q3 2026.
  • Kestra Advisory Services bought 789 Goldman Sachs ActiveBeta World Equity ETF shares in Q3 2026, an estimated $51.1K.
  • Goldman Sachs ActiveBeta World Equity ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2397 holding.
  • Kestra Advisory Services first reported a position in Goldman Sachs ActiveBeta World Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • 8 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta World Equity ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.