LPL Financial’s Goldman Sachs ActiveBeta World Equity ETF GSWO Stock Holding History

LPL Financial’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
2026 Q2	$2.22M	Sell	35,050 -1,344	-4%	-$83.1K	﹤0.01%	3637
2026 Q1	$2.05M	Sell	36,394 -3,464	-9%	-$202K	﹤0.01%	3491
2025 Q4	$2.3M	Sell	39,858 -526,525	-93%	-$30M	﹤0.01%	3266
2025 Q3	$32.3M	Buy	566,383 +32,742	+6%	+$1.83M	0.01%	1063
2025 Q2	$29.2M	Buy	533,641 +20,759	+4%	+$1.09M	0.01%	1037
2025 Q1	$26.4M	Buy	512,882 +8,108	+2%	+$415K	0.01%	989
2024 Q4	$25M	Buy	504,774 +587	+0.1%	+$29.8K	0.01%	962
2024 Q3	$25.6M	Buy	504,187 +5,456	+1%	+$266K	0.01%	913
2024 Q2	$23.4M	Buy	498,731 +12,916	+3%	+$596K	0.01%	891
2024 Q1	$22.8M	Sell	485,815 -230,003	-32%	-$10.4M	0.01%	886
2023 Q4	$31.2M	Buy	715,818 +8,244	+1%	+$341K	0.02%	680
2023 Q3	$28.3M	Buy	707,574 +12,616	+2%	+$520K	0.02%	664
2023 Q2	$28.8M	Buy	694,958 +369	+0.1%	+$14.9K	0.02%	641
2023 Q1	$27.6M	Buy	+694,589	New	+$27.1M	0.02%	626

Other funds holding GSWO

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

AWA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return

CCA

Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

FFA

Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

RCM

Ravenstone Capital Management Toronto $244M AUM 17.39% 1-Year Est. Return

LPL Financial's GSWO Position: Q2 2026 in Review

LPL Financial reduced its Goldman Sachs ActiveBeta World Equity ETF (GSWO) stake by 3.7% in Q2 2026, selling an estimated $83.1K and leaving 35,050 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #3637.

LPL Financial first reported a position in GSWO in Q1 2023 and has held it in 14 quarters since. The position peaked at $32.3M in Q3 2025. 12 funds tracked by Wall St. Rank hold GSWO as of Q2 2026.

LPL Financial held 35,050 shares of Goldman Sachs ActiveBeta World Equity ETF worth $2.22M as of Q2 2026.
LPL Financial sold 1,344 Goldman Sachs ActiveBeta World Equity ETF shares in Q2 2026, an estimated $83.1K.
Goldman Sachs ActiveBeta World Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3637 holding.
LPL Financial first reported a position in Goldman Sachs ActiveBeta World Equity ETF in Q1 2023 and has held it in 14 quarters since.
LPL Financial's Goldman Sachs ActiveBeta World Equity ETF position peaked at $32.3M in Q3 2025.
12 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta World Equity ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.