LPL Financial
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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
Q3 		$2.05M Sell
31,756
-3,294
-9% -$213K ﹤0.01% 3777
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
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Capital Advisors Wealth Management
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

LPL Financial's GSWO Position: Q3 2026 in Review

LPL Financial reduced its Goldman Sachs ActiveBeta World Equity ETF (GSWO) stake by 9.4% in Q3 2026, selling an estimated $213K and leaving 31,756 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #3777.

LPL Financial first reported a position in GSWO in Q1 2023 and has held it in 15 quarters since. The position peaked at $32.3M in Q3 2025. 8 funds tracked by Wall St. Rank hold GSWO as of Q3 2026.

  • LPL Financial held 31,756 shares of Goldman Sachs ActiveBeta World Equity ETF worth $2.05M as of Q3 2026.
  • LPL Financial sold 3,294 Goldman Sachs ActiveBeta World Equity ETF shares in Q3 2026, an estimated $213K.
  • Goldman Sachs ActiveBeta World Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3777 holding.
  • LPL Financial first reported a position in Goldman Sachs ActiveBeta World Equity ETF in Q1 2023 and has held it in 15 quarters since.
  • LPL Financial's Goldman Sachs ActiveBeta World Equity ETF position peaked at $32.3M in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta World Equity ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.