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Lockerman Financial Group’s Goldman Sachs MarketBeta US Equity ETF GSUS Stock Holding History

Lockerman Financial Group’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
Q2 		$353K Sell
3,420
-68
-2% -$6.8K 0.54% 49
2026
Q1 		$312K Sell
3,488
-261
-7% -$24.5K 0.56% 57
2025
Q4 		$354K Buy
3,749
+67
+2% +$6.28K 0.68% 45
2025
Q3 		$340K Hold
3,682
– – 0.43% 74
2025
Q2 		$315K Buy
+3,682
New +$290K 0.42% 80

Other funds holding GSUS

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $1.02B AUM 25.94% 1-Year Est. Return

Lockerman Financial Group's GSUS Position: Q2 2026 in Review

Lockerman Financial Group reduced its Goldman Sachs MarketBeta US Equity ETF (GSUS) stake by 1.9% in Q2 2026, selling an estimated $6.8K and leaving 3,420 shares worth $353K. The position accounts for 0.54% of the portfolio, ranked #49.

Lockerman Financial Group first reported a position in GSUS in Q2 2025 and has held it in 5 quarters since. The position peaked at $354K in Q4 2025. 93 funds tracked by Wall St. Rank hold GSUS as of Q2 2026.

  • Lockerman Financial Group held 3,420 shares of Goldman Sachs MarketBeta US Equity ETF worth $353K as of Q2 2026.
  • Lockerman Financial Group sold 68 Goldman Sachs MarketBeta US Equity ETF shares in Q2 2026, an estimated $6.8K.
  • Goldman Sachs MarketBeta US Equity ETF made up 0.54% of Lockerman Financial Group's portfolio in Q2 2026, its #49 holding.
  • Lockerman Financial Group first reported a position in Goldman Sachs MarketBeta US Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • Lockerman Financial Group's Goldman Sachs MarketBeta US Equity ETF position peaked at $354K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Goldman Sachs MarketBeta US Equity ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.