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Marcum Wealth’s Goldman Sachs Access Ultra Short Bond ETF GSST Stock Holding History

Marcum Wealth’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
2022
Q4 		– Sell
-6,349
Closed -$316K – 386
2022
Q3 		$316K Buy
+6,349
New +$316K 0.05% 232

Other funds holding GSST

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BA
Bristlecone Advisors Bellevue, Washington $1.2B AUM 19.79% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return
EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
KWA
KCS Wealth Advisory Los Angeles, California $235M AUM 24.13% 1-Year Est. Return

Marcum Wealth's GSST Position: Q4 2022 in Review

Marcum Wealth sold out of Goldman Sachs Access Ultra Short Bond ETF (GSST) in Q4 2022, closing a stake of 6,349 shares — an estimated $316K sold.

Marcum Wealth first reported a position in GSST in Q3 2022 and held it in 1 quarter. The position peaked at $316K in Q3 2022. 82 funds tracked by Wall St. Rank hold GSST as of Q4 2022.

  • Marcum Wealth reported no remaining Goldman Sachs Access Ultra Short Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Marcum Wealth sold 6,349 Goldman Sachs Access Ultra Short Bond ETF shares in Q4 2022, an estimated $316K.
  • Marcum Wealth first reported a position in Goldman Sachs Access Ultra Short Bond ETF in Q3 2022 and held it in 1 quarter.
  • Marcum Wealth's Goldman Sachs Access Ultra Short Bond ETF position peaked at $316K in Q3 2022.
  • 82 funds tracked by Wall St. Rank held Goldman Sachs Access Ultra Short Bond ETF as of Q4 2022.

Based on Marcum Wealth's 13F filing for Q4 2022, filed 12 Jan 2023.