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Next Financial Group’s Goldman Sachs Access US Aggregate Bond ETF GCOR Stock Holding History

Next Financial Group’s Portfolio GCOR Stock Details GCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$88K Buy
1,809
+1,363
+306% +$66.4K 0.01% 1229
2021
Q3 		$22K Buy
446
+105
+31% +$5.18K ﹤0.01% 1760
2021
Q2 		$17K Sell
341
-32
-9% -$1.56K ﹤0.01% 1809
2021
Q1 		$18K Buy
373
+10
+3% +$491 ﹤0.01% 1685
2020
Q4 		$18K Buy
+363
New +$18.1K ﹤0.01% 1574

Other funds holding GCOR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
Milestone Wealth Buffalo, New York $89.5M AUM 17.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Next Financial Group's GCOR Position: Q4 2021 in Review

Next Financial Group increased its Goldman Sachs Access US Aggregate Bond ETF (GCOR) stake by 306% in Q4 2021, buying an estimated $66.4K and bringing the position to 1,809 shares worth $88K. The position accounts for 0.01% of the portfolio, ranked #1229.

Next Financial Group first reported a position in GCOR in Q4 2020 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold GCOR as of Q4 2021.

  • Next Financial Group held 1,809 shares of Goldman Sachs Access US Aggregate Bond ETF worth $88K as of Q4 2021.
  • Next Financial Group bought 1,363 Goldman Sachs Access US Aggregate Bond ETF shares in Q4 2021, an estimated $66.4K.
  • Goldman Sachs Access US Aggregate Bond ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1229 holding.
  • Next Financial Group first reported a position in Goldman Sachs Access US Aggregate Bond ETF in Q4 2020 and has held it in 5 quarters since.
  • 21 funds tracked by Wall St. Rank held Goldman Sachs Access US Aggregate Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.