SWA
GSWO

SOA Wealth Advisors’s Goldman Sachs ActiveBeta World Equity ETF GSWO Stock Holding History

SOA Wealth Advisors’s Portfolio GSWO Stock Details GSWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-456
Closed -$25.7K – 915
2026
Q1 		$25.7K Buy
456
+1
+0.2% +$58 ﹤0.01% 462
2025
Q4 		$26.3K Buy
455
+2
+0.4% +$114 ﹤0.01% 460
2025
Q3 		$25.8K Buy
+453
New +$25.3K ﹤0.01% 474

Other funds holding GSWO

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

SOA Wealth Advisors's GSWO Position: Q2 2026 in Review

SOA Wealth Advisors sold out of Goldman Sachs ActiveBeta World Equity ETF (GSWO) in Q2 2026, closing a stake of 456 shares — an estimated $25.7K sold.

SOA Wealth Advisors first reported a position in GSWO in Q3 2025 and held it in 3 quarters. The position peaked at $26.3K in Q4 2025. 12 funds tracked by Wall St. Rank hold GSWO as of Q2 2026.

  • SOA Wealth Advisors reported no remaining Goldman Sachs ActiveBeta World Equity ETF position as of Q2 2026 after selling out during the quarter.
  • SOA Wealth Advisors sold 456 Goldman Sachs ActiveBeta World Equity ETF shares in Q2 2026, an estimated $25.7K.
  • SOA Wealth Advisors first reported a position in Goldman Sachs ActiveBeta World Equity ETF in Q3 2025 and held it in 3 quarters.
  • SOA Wealth Advisors's Goldman Sachs ActiveBeta World Equity ETF position peaked at $26.3K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta World Equity ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.