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Sax Wealth Advisors’s Goldman Sachs MarketBeta US Equity ETF GSUS Stock Holding History

Sax Wealth Advisors’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
Q3 		– Sell
-13,666
Closed -$1.17M – 443
2025
Q2 		$1.17M Buy
+13,666
New +$1.08M 0.07% 156

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
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return

Sax Wealth Advisors's GSUS Position: Q3 2025 in Review

Sax Wealth Advisors sold out of Goldman Sachs MarketBeta US Equity ETF (GSUS) in Q3 2025, closing a stake of 13,666 shares — an estimated $1.17M sold.

Sax Wealth Advisors first reported a position in GSUS in Q2 2025 and held it in 1 quarter. The position peaked at $1.17M in Q2 2025. 81 funds tracked by Wall St. Rank hold GSUS as of Q3 2025.

  • Sax Wealth Advisors reported no remaining Goldman Sachs MarketBeta US Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Sax Wealth Advisors sold 13,666 Goldman Sachs MarketBeta US Equity ETF shares in Q3 2025, an estimated $1.17M.
  • Sax Wealth Advisors first reported a position in Goldman Sachs MarketBeta US Equity ETF in Q2 2025 and held it in 1 quarter.
  • Sax Wealth Advisors's Goldman Sachs MarketBeta US Equity ETF position peaked at $1.17M in Q2 2025.
  • 81 funds tracked by Wall St. Rank held Goldman Sachs MarketBeta US Equity ETF as of Q3 2025.

Based on Sax Wealth Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.