Prospera Financial Services’s Goldman Sachs Access Inflation Protected USD Bond ETF GTIP Stock Holding History

Prospera Financial Services’s Portfolio GTIP Stock Details GTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,000	Closed	-$251K	–	1039
2023 Q1	$251K	Sell	5,000 -371	-7%	-$18.3K	0.01%	838
2022 Q4	$260K	Sell	5,371 -5,811	-52%	-$282K	0.01%	758
2022 Q3	$533K	Sell	11,182 -549	-5%	-$28.2K	0.03%	504
2022 Q2	$605K	Sell	11,731 -11,501	-50%	-$618K	0.03%	469
2022 Q1	$1.31M	Sell	23,232 -343	-1%	-$19.5K	0.05%	360
2021 Q4	$1.38M	Buy	+23,575	New	+$1.38M	0.06%	337

Other funds holding GTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Prospera Financial Services's GTIP Position: Q2 2023 in Review

Prospera Financial Services sold out of Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) in Q2 2023, closing a stake of 5,000 shares — an estimated $251K sold.

Prospera Financial Services first reported a position in GTIP in Q4 2021 and held it in 6 quarters. The position peaked at $1.38M in Q4 2021. 32 funds tracked by Wall St. Rank hold GTIP as of Q2 2023.

Prospera Financial Services reported no remaining Goldman Sachs Access Inflation Protected USD Bond ETF position as of Q2 2023 after selling out during the quarter.
Prospera Financial Services sold 5,000 Goldman Sachs Access Inflation Protected USD Bond ETF shares in Q2 2023, an estimated $251K.
Prospera Financial Services first reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF in Q4 2021 and held it in 6 quarters.
Prospera Financial Services's Goldman Sachs Access Inflation Protected USD Bond ETF position peaked at $1.38M in Q4 2021.
32 funds tracked by Wall St. Rank held Goldman Sachs Access Inflation Protected USD Bond ETF as of Q2 2023.

Based on Prospera Financial Services's 13F filing for Q2 2023, filed 8 Aug 2023.