LVZ Inc’s Goldman Sachs Access Ultra Short Bond ETF GSST Stock Holding History

LVZ Inc’s Portfolio GSST Stock Details GSST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,230	Closed	-$261K	–	137
2023 Q2	$261K	Sell	5,230 -139	-3%	-$6.93K	0.04%	120
2023 Q1	$268K	Buy	5,369 +952	+22%	+$47.4K	0.04%	113
2022 Q4	$219K	Buy	+4,417	New	+$219K	0.03%	130

Other funds holding GSST

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

EWP

Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TSW

Three Seasons Wealth Salt Lake City, Utah $262M AUM 45.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

LVZ Inc's GSST Position: Q3 2023 in Review

LVZ Inc sold out of Goldman Sachs Access Ultra Short Bond ETF (GSST) in Q3 2023, closing a stake of 5,230 shares — an estimated $261K sold.

LVZ Inc first reported a position in GSST in Q4 2022 and held it in 3 quarters. The position peaked at $268K in Q1 2023. 91 funds tracked by Wall St. Rank hold GSST as of Q3 2023.

LVZ Inc reported no remaining Goldman Sachs Access Ultra Short Bond ETF position as of Q3 2023 after selling out during the quarter.
LVZ Inc sold 5,230 Goldman Sachs Access Ultra Short Bond ETF shares in Q3 2023, an estimated $261K.
LVZ Inc first reported a position in Goldman Sachs Access Ultra Short Bond ETF in Q4 2022 and held it in 3 quarters.
LVZ Inc's Goldman Sachs Access Ultra Short Bond ETF position peaked at $268K in Q1 2023.
91 funds tracked by Wall St. Rank held Goldman Sachs Access Ultra Short Bond ETF as of Q3 2023.

Based on LVZ Inc's 13F filing for Q3 2023, filed 8 Nov 2023.