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SOA Wealth Advisors’s Goldman Sachs Access US Aggregate Bond ETF GCOR Stock Holding History

SOA Wealth Advisors’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
2026
Q1 		$53.7K Buy
1,300
+13
+1% +$541 0.01% 353
2025
Q4 		$53.5K Buy
1,287
+14
+1% +$585 0.01% 361
2025
Q3 		$53.2K Buy
+1,273
New +$52.6K 0.01% 369

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
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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SOA Wealth Advisors's GCOR Position: Q1 2026 in Review

SOA Wealth Advisors increased its Goldman Sachs Access US Aggregate Bond ETF (GCOR) stake by 1% in Q1 2026, buying an estimated $541 and bringing the position to 1,300 shares worth $53.7K. The position accounts for 0.01% of the portfolio, ranked #353.

SOA Wealth Advisors first reported a position in GCOR in Q3 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold GCOR as of Q1 2026.

  • SOA Wealth Advisors held 1,300 shares of Goldman Sachs Access US Aggregate Bond ETF worth $53.7K as of Q1 2026.
  • SOA Wealth Advisors bought 13 Goldman Sachs Access US Aggregate Bond ETF shares in Q1 2026, an estimated $541.
  • Goldman Sachs Access US Aggregate Bond ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #353 holding.
  • SOA Wealth Advisors first reported a position in Goldman Sachs Access US Aggregate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held Goldman Sachs Access US Aggregate Bond ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.