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 Q2	$802K	Buy	7,775 +147	+2%	+$14.7K	0.37%	67
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 $1.15T AUM 47.82% 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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KWM

Keebeck Wealth Management Chicago, Illinois $1.02B AUM 25.94% 1-Year Est. Return

Lantern Wealth Advisors's GSUS Position: Q2 2026 in Review

Lantern Wealth Advisors increased its Goldman Sachs MarketBeta US Equity ETF (GSUS) stake by 1.9% in Q2 2026, buying an estimated $14.7K and bringing the position to 7,775 shares worth $802K. The position accounts for 0.37% of the portfolio, ranked #67.

Lantern Wealth Advisors first reported a position in GSUS in Q4 2023 and has held it in 10 quarters since. 94 funds tracked by Wall St. Rank hold GSUS as of Q2 2026.

Lantern Wealth Advisors held 7,775 shares of Goldman Sachs MarketBeta US Equity ETF worth $802K as of Q2 2026.
Lantern Wealth Advisors bought 147 Goldman Sachs MarketBeta US Equity ETF shares in Q2 2026, an estimated $14.7K.
Goldman Sachs MarketBeta US Equity ETF made up 0.37% of Lantern Wealth Advisors's portfolio in Q2 2026, its #67 holding.
Lantern Wealth Advisors first reported a position in Goldman Sachs MarketBeta US Equity ETF in Q4 2023 and has held it in 10 quarters since.
94 funds tracked by Wall St. Rank held Goldman Sachs MarketBeta US Equity ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.