Mascoma Wealth Management’s Goldman Sachs Innovate Equity ETF GINN Stock Holding History

Mascoma Wealth Management’s Portfolio GINN Stock Details GINN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-400	Closed	-$24K	–	593
2021 Q4	$24K	Hold	400	–	–	0.01%	302
2021 Q3	$24K	Buy	+400	New	+$24.7K	0.01%	272
2021 Q2	–	Sell	-300	Closed	-$17K	–	240
2021 Q1	$17K	Buy	+300	New	+$17.5K	0.01%	307

Other funds holding GINN

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

TCWA

Ten Capital Wealth Advisors Spokane, Washington $345M AUM 9.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mascoma Wealth Management's GINN Position: Q1 2022 in Review

Mascoma Wealth Management sold out of Goldman Sachs Innovate Equity ETF (GINN) in Q1 2022, closing a stake of 400 shares — an estimated $24K sold.

Mascoma Wealth Management first reported a position in GINN in Q1 2021 and held it in 3 quarters. The position peaked at $24K in Q4 2021. 39 funds tracked by Wall St. Rank hold GINN as of Q1 2022.

Mascoma Wealth Management reported no remaining Goldman Sachs Innovate Equity ETF position as of Q1 2022 after selling out during the quarter.
Mascoma Wealth Management sold 400 Goldman Sachs Innovate Equity ETF shares in Q1 2022, an estimated $24K.
Mascoma Wealth Management first reported a position in Goldman Sachs Innovate Equity ETF in Q1 2021 and held it in 3 quarters.
Mascoma Wealth Management's Goldman Sachs Innovate Equity ETF position peaked at $24K in Q4 2021.
39 funds tracked by Wall St. Rank held Goldman Sachs Innovate Equity ETF as of Q1 2022.

Based on Mascoma Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.