LFIA
GSGO

Legacy Financial Independent Advisors’s Goldman Sachs Growth Opportunities ETF GSGO Stock Holding History

Legacy Financial Independent Advisors’s Portfolio GSGO Stock Details GSGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.5M Sell
232,435
-3,280
-1% -$139K 4.92% 2
2026
Q1 		$8.62M Buy
+235,715
New +$9.14M 4.48% 2

Other funds holding GSGO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWP
Private Wealth Partners Mill Valley, California $1.4B AUM 36.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Legacy Financial Independent Advisors's GSGO Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its Goldman Sachs Growth Opportunities ETF (GSGO) stake by 1.4% in Q2 2026, selling an estimated $139K and leaving 232,435 shares worth $10.5M. The position accounts for 4.92% of the portfolio, ranked #2.

Legacy Financial Independent Advisors first reported a position in GSGO in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold GSGO as of Q2 2026.

  • Legacy Financial Independent Advisors held 232,435 shares of Goldman Sachs Growth Opportunities ETF worth $10.5M as of Q2 2026.
  • Legacy Financial Independent Advisors sold 3,280 Goldman Sachs Growth Opportunities ETF shares in Q2 2026, an estimated $139K.
  • Goldman Sachs Growth Opportunities ETF made up 4.92% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #2 holding.
  • Legacy Financial Independent Advisors first reported a position in Goldman Sachs Growth Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Goldman Sachs Growth Opportunities ETF as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.