LifePlan Investment Advisors’s Goldman Sachs ActiveBeta World Equity ETF GSWO Stock Holding History

LifePlan Investment Advisors’s Portfolio GSWO Stock Details GSWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7,806	Closed	-$445K	–	118
2025 Q3	$445K	Buy	7,806 +1,232	+19%	+$68.7K	0.19%	81
2025 Q2	$360K	Buy	6,574 +1,747	+36%	+$91.7K	0.18%	84
2025 Q1	$249K	Buy	+4,827	New	+$247K	0.14%	89

Other funds holding GSWO

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LifePlan Investment Advisors's GSWO Position: Q4 2025 in Review

LifePlan Investment Advisors sold out of Goldman Sachs ActiveBeta World Equity ETF (GSWO) in Q4 2025, closing a stake of 7,806 shares — an estimated $445K sold.

LifePlan Investment Advisors first reported a position in GSWO in Q1 2025 and held it in 3 quarters. The position peaked at $445K in Q3 2025. 44 funds tracked by Wall St. Rank hold GSWO as of Q4 2025.

LifePlan Investment Advisors reported no remaining Goldman Sachs ActiveBeta World Equity ETF position as of Q4 2025 after selling out during the quarter.
LifePlan Investment Advisors sold 7,806 Goldman Sachs ActiveBeta World Equity ETF shares in Q4 2025, an estimated $445K.
LifePlan Investment Advisors first reported a position in Goldman Sachs ActiveBeta World Equity ETF in Q1 2025 and held it in 3 quarters.
LifePlan Investment Advisors's Goldman Sachs ActiveBeta World Equity ETF position peaked at $445K in Q3 2025.
44 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta World Equity ETF as of Q4 2025.

Based on LifePlan Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.