LWM
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Lifetime Wealth Management’s Gotham Enhanced 500 ETF GSPY Stock Holding History

Lifetime Wealth Management’s Portfolio GSPY Stock Details GSPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-26,534
Closed -$939K – 91
2026
Q1 		$939K Buy
26,534
+639
+2% +$23.6K 0.53% 50
2025
Q4 		$954K Buy
+25,895
New +$957K 0.6% 53

Other funds holding GSPY

GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lifetime Wealth Management's GSPY Position: Q2 2026 in Review

Lifetime Wealth Management sold out of Gotham Enhanced 500 ETF (GSPY) in Q2 2026, closing a stake of 26,534 shares — an estimated $939K sold.

Lifetime Wealth Management first reported a position in GSPY in Q4 2025 and held it in 2 quarters. The position peaked at $954K in Q4 2025. 10 funds tracked by Wall St. Rank hold GSPY as of Q2 2026.

  • Lifetime Wealth Management reported no remaining Gotham Enhanced 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Lifetime Wealth Management sold 26,534 Gotham Enhanced 500 ETF shares in Q2 2026, an estimated $939K.
  • Lifetime Wealth Management first reported a position in Gotham Enhanced 500 ETF in Q4 2025 and held it in 2 quarters.
  • Lifetime Wealth Management's Gotham Enhanced 500 ETF position peaked at $954K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Gotham Enhanced 500 ETF as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.