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SOA Wealth Advisors’s Goldman Sachs Innovate Equity ETF GINN Stock Holding History

SOA Wealth Advisors’s Portfolio GINN Stock Details GINN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-19
Closed -$997 – 913
2023
Q4 		$997 Buy
+19
New +$913 ﹤0.01% 755

Other funds holding GINN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SOA Wealth Advisors's GINN Position: Q1 2024 in Review

SOA Wealth Advisors sold out of Goldman Sachs Innovate Equity ETF (GINN) in Q1 2024, closing a stake of 19 shares — an estimated $997 sold.

SOA Wealth Advisors first reported a position in GINN in Q4 2023 and held it in 1 quarter. The position peaked at $997 in Q4 2023. 41 funds tracked by Wall St. Rank hold GINN as of Q1 2024.

  • SOA Wealth Advisors reported no remaining Goldman Sachs Innovate Equity ETF position as of Q1 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 19 Goldman Sachs Innovate Equity ETF shares in Q1 2024, an estimated $997.
  • SOA Wealth Advisors first reported a position in Goldman Sachs Innovate Equity ETF in Q4 2023 and held it in 1 quarter.
  • SOA Wealth Advisors's Goldman Sachs Innovate Equity ETF position peaked at $997 in Q4 2023.
  • 41 funds tracked by Wall St. Rank held Goldman Sachs Innovate Equity ETF as of Q1 2024.

Based on SOA Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.