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Next Financial Group’s Goldman Sachs MarketBeta US Equity ETF GSUS Stock Holding History

Next Financial 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
2021
Q4 		$40K Buy
619
+474
+327% +$30.3K ﹤0.01% 1569
2021
Q3 		$9K Buy
145
+84
+138% +$5.18K ﹤0.01% 2061
2021
Q2 		$4K Buy
61
+9
+17% +$523 ﹤0.01% 2252
2021
Q1 		$3K Buy
+52
New +$2.8K ﹤0.01% 2225

Other funds holding GSUS

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
MW
Milestone Wealth Buffalo, New York $89.5M AUM 17.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Next Financial Group increased its Goldman Sachs MarketBeta US Equity ETF (GSUS) stake by 327% in Q4 2021, buying an estimated $30.3K and bringing the position to 619 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Next Financial Group first reported a position in GSUS in Q1 2021 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold GSUS as of Q4 2021.

  • Next Financial Group held 619 shares of Goldman Sachs MarketBeta US Equity ETF worth $40K as of Q4 2021.
  • Next Financial Group bought 474 Goldman Sachs MarketBeta US Equity ETF shares in Q4 2021, an estimated $30.3K.
  • Goldman Sachs MarketBeta US Equity ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1569 holding.
  • Next Financial Group first reported a position in Goldman Sachs MarketBeta US Equity ETF in Q1 2021 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Goldman Sachs MarketBeta US Equity ETF as of Q4 2021.

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