Lantern Wealth Advisors’s Goldman Sachs MarketBeta US Equity ETF GSUS Stock Holding History

Lantern Wealth Advisors’s Portfolio GSUS Stock Details GSUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$683K	Buy	7,628 +232	+3%	+$21.8K	0.35%	80
2025 Q4	$698K	Buy	7,396 +8	+0.1%	+$749	0.37%	72
2025 Q3	$683K	Buy	7,388 +375	+5%	+$33.3K	0.36%	68
2025 Q2	$600K	Buy	+7,013	New	+$553K	0.36%	71
2024 Q4	$613K	Sell	7,582 -2	-0%	-$162	0.4%	64
2024 Q3	$598K	Buy	7,584 +50	+0.7%	+$3.8K	0.41%	63
2024 Q2	$563K	Sell	7,534 -250	-3%	-$18K	0.41%	59
2024 Q1	$559K	Buy	7,784 +81	+1%	+$5.54K	0.39%	65
2023 Q4	$503K	Buy	+7,703	New	+$471K	0.39%	63

Other funds holding GSUS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

KWM

Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return

Lantern Wealth Advisors's GSUS Position: Q1 2026 in Review

Lantern Wealth Advisors increased its Goldman Sachs MarketBeta US Equity ETF (GSUS) stake by 3.1% in Q1 2026, buying an estimated $21.8K and bringing the position to 7,628 shares worth $683K. The position accounts for 0.35% of the portfolio, ranked #80.

Lantern Wealth Advisors first reported a position in GSUS in Q4 2023 and has held it in 9 quarters since. The position peaked at $698K in Q4 2025. 85 funds tracked by Wall St. Rank hold GSUS as of Q1 2026.

Lantern Wealth Advisors held 7,628 shares of Goldman Sachs MarketBeta US Equity ETF worth $683K as of Q1 2026.
Lantern Wealth Advisors bought 232 Goldman Sachs MarketBeta US Equity ETF shares in Q1 2026, an estimated $21.8K.
Goldman Sachs MarketBeta US Equity ETF made up 0.35% of Lantern Wealth Advisors's portfolio in Q1 2026, its #80 holding.
Lantern Wealth Advisors first reported a position in Goldman Sachs MarketBeta US Equity ETF in Q4 2023 and has held it in 9 quarters since.
Lantern Wealth Advisors's Goldman Sachs MarketBeta US Equity ETF position peaked at $698K in Q4 2025.
85 funds tracked by Wall St. Rank held Goldman Sachs MarketBeta US Equity ETF as of Q1 2026.

Based on Lantern Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.