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 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 Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return

CCA

Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

FFA

Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

RCM

Ravenstone Capital Management Toronto $244M AUM 17.39% 1-Year Est. Return

Kestra Advisory Services's GSWO Position: Q2 2026 in Review

Kestra Advisory Services reduced its Goldman Sachs ActiveBeta World Equity ETF (GSWO) stake by 16% in Q2 2026, selling an estimated $90.8K and leaving 7,909 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #2345.

Kestra Advisory Services first reported a position in GSWO in Q3 2025 and has held it in 4 quarters since. The position peaked at $528K in Q1 2026. 12 funds tracked by Wall St. Rank hold GSWO as of Q2 2026.

Kestra Advisory Services held 7,909 shares of Goldman Sachs ActiveBeta World Equity ETF worth $502K as of Q2 2026.
Kestra Advisory Services sold 1,469 Goldman Sachs ActiveBeta World Equity ETF shares in Q2 2026, an estimated $90.8K.
Goldman Sachs ActiveBeta World Equity ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2345 holding.
Kestra Advisory Services first reported a position in Goldman Sachs ActiveBeta World Equity ETF in Q3 2025 and has held it in 4 quarters since.
Kestra Advisory Services's Goldman Sachs ActiveBeta World Equity ETF position peaked at $528K in Q1 2026.
12 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta World Equity ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.