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SOA Wealth Advisors’s Goldman Sachs Access Inflation Protected USD Bond ETF GTIP Stock Holding History

SOA Wealth Advisors’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
2026
Q1 		$11.6K Buy
234
+24
+11% +$1.19K ﹤0.01% 573
2025
Q4 		$10.3K Buy
210
+2
+1% +$99 ﹤0.01% 591
2025
Q3 		$10.4K Buy
+208
New +$10.3K ﹤0.01% 604

Other funds holding GTIP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

SOA Wealth Advisors increased its Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) stake by 11% in Q1 2026, buying an estimated $1.19K and bringing the position to 234 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

SOA Wealth Advisors first reported a position in GTIP in Q3 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold GTIP as of Q1 2026.

  • SOA Wealth Advisors held 234 shares of Goldman Sachs Access Inflation Protected USD Bond ETF worth $11.6K as of Q1 2026.
  • SOA Wealth Advisors bought 24 Goldman Sachs Access Inflation Protected USD Bond ETF shares in Q1 2026, an estimated $1.19K.
  • Goldman Sachs Access Inflation Protected USD Bond ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #573 holding.
  • SOA Wealth Advisors first reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 55 funds tracked by Wall St. Rank held Goldman Sachs Access Inflation Protected USD Bond ETF as of Q1 2026.

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