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Kingswood Wealth Advisors’s Goldman Sachs Access US Aggregate Bond ETF GCOR Stock Holding History

Kingswood Wealth Advisors’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
2024
Q2 		– Sell
-8,137
Closed -$335K – 684
2024
Q1 		$335K Hold
8,137
– – 0.04% 448
2023
Q4 		$341K Buy
+8,137
New +$326K 0.04% 433

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
DK
David Kennon Sarasota, Florida $279M AUM 13.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BA
Bristlecone Advisors Bellevue, Washington $1.2B AUM 19.79% 1-Year Est. Return

Kingswood Wealth Advisors's GCOR Position: Q2 2024 in Review

Kingswood Wealth Advisors sold out of Goldman Sachs Access US Aggregate Bond ETF (GCOR) in Q2 2024, closing a stake of 8,137 shares — an estimated $335K sold.

Kingswood Wealth Advisors first reported a position in GCOR in Q4 2023 and held it in 2 quarters. The position peaked at $341K in Q4 2023. 49 funds tracked by Wall St. Rank hold GCOR as of Q2 2024.

  • Kingswood Wealth Advisors reported no remaining Goldman Sachs Access US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 8,137 Goldman Sachs Access US Aggregate Bond ETF shares in Q2 2024, an estimated $335K.
  • Kingswood Wealth Advisors first reported a position in Goldman Sachs Access US Aggregate Bond ETF in Q4 2023 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Goldman Sachs Access US Aggregate Bond ETF position peaked at $341K in Q4 2023.
  • 49 funds tracked by Wall St. Rank held Goldman Sachs Access US Aggregate Bond ETF as of Q2 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.