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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
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 $32.7B AUM 27.65% 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 $1.01B AUM 13.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lifetime Wealth Management's GSPY Position: Q1 2026 in Review

Lifetime Wealth Management increased its Gotham Enhanced 500 ETF (GSPY) stake by 2.5% in Q1 2026, buying an estimated $23.6K and bringing the position to 26,534 shares worth $939K. The position accounts for 0.53% of the portfolio, ranked #50.

Lifetime Wealth Management first reported a position in GSPY in Q4 2025 and has held it in 2 quarters since. The position peaked at $954K in Q4 2025. 10 funds tracked by Wall St. Rank hold GSPY as of Q1 2026.

  • Lifetime Wealth Management held 26,534 shares of Gotham Enhanced 500 ETF worth $939K as of Q1 2026.
  • Lifetime Wealth Management bought 639 Gotham Enhanced 500 ETF shares in Q1 2026, an estimated $23.6K.
  • Gotham Enhanced 500 ETF made up 0.53% of Lifetime Wealth Management's portfolio in Q1 2026, its #50 holding.
  • Lifetime Wealth Management first reported a position in Gotham Enhanced 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • 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 Q1 2026.

Based on Lifetime Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.