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LifePlan Investment Advisors’s Goldman Sachs MarketBeta US Equity ETF GSUS Stock Holding History

LifePlan Investment 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 		$8.8M Buy
98,277
+2,612
+3% +$245K 3.46% 3
2025
Q4 		$9.03M Buy
95,665
+13,168
+16% +$1.23M 3.68% 3
2025
Q3 		$7.62M Buy
82,497
+8,149
+11% +$724K 3.2% 4
2025
Q2 		$6.36M Buy
74,348
+19,976
+37% +$1.58M 3.16% 4
2025
Q1 		$4.18M Buy
54,372
+24,616
+83% +$2M 2.41% 13
2024
Q4 		$2.41M Buy
29,756
+10,533
+55% +$855K 1.49% 26
2024
Q3 		$1.51M Buy
19,223
+2,904
+18% +$221K 0.97% 30
2024
Q2 		$1.22M Buy
16,319
+10,125
+163% +$728K 0.88% 33
2024
Q1 		$445K Buy
+6,194
New +$424K 0.35% 55

Other funds holding GSUS

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
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