NWMG
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National Wealth Management Group’s Goldman Sachs MarketBeta US Equity ETF GSUS Stock Holding History

National Wealth Management Group’s Portfolio GSUS Stock Details GSUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,020
Closed -$371K – 265
2025
Q3 		$371K Buy
+4,020
New +$357K 0.14% 165

Other funds holding GSUS

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $1.02B AUM 25.94% 1-Year Est. Return

National Wealth Management Group's GSUS Position: Q4 2025 in Review

National Wealth Management Group sold out of Goldman Sachs MarketBeta US Equity ETF (GSUS) in Q4 2025, closing a stake of 4,020 shares — an estimated $371K sold.

National Wealth Management Group first reported a position in GSUS in Q3 2025 and held it in 1 quarter. The position peaked at $371K in Q3 2025. 84 funds tracked by Wall St. Rank hold GSUS as of Q4 2025.

  • National Wealth Management Group reported no remaining Goldman Sachs MarketBeta US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • National Wealth Management Group sold 4,020 Goldman Sachs MarketBeta US Equity ETF shares in Q4 2025, an estimated $371K.
  • National Wealth Management Group first reported a position in Goldman Sachs MarketBeta US Equity ETF in Q3 2025 and held it in 1 quarter.
  • National Wealth Management Group's Goldman Sachs MarketBeta US Equity ETF position peaked at $371K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held Goldman Sachs MarketBeta US Equity ETF as of Q4 2025.

Based on National Wealth Management Group's 13F filing for Q4 2025, filed 12 Jan 2026.