Sowell Financial Services’s Goldman Sachs Access Inflation Protected USD Bond ETF GTIP Stock Holding History

Sowell Financial Services’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 Q2	$3.6M	Buy	73,604 +32,768	+80%	+$1.62M	0.12%	192
2026 Q1	$2.02M	Buy	40,836 +7,756	+23%	+$384K	0.07%	284
2025 Q4	$1.63M	Buy	33,080 +19,752	+148%	+$982K	0.06%	322
2025 Q3	$665K	Buy	13,328 +4,736	+55%	+$235K	0.03%	551
2025 Q2	$425K	Buy	+8,592	New	+$422K	0.02%	661

Other funds holding GTIP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sowell Financial Services's GTIP Position: Q2 2026 in Review

Sowell Financial Services increased its Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) stake by 80% in Q2 2026, buying an estimated $1.62M and bringing the position to 73,604 shares worth $3.6M. The position accounts for 0.12% of the portfolio, ranked #192.

Sowell Financial Services first reported a position in GTIP in Q2 2025 and has held it in 5 quarters since. 57 funds tracked by Wall St. Rank hold GTIP as of Q2 2026.

Sowell Financial Services held 73,604 shares of Goldman Sachs Access Inflation Protected USD Bond ETF worth $3.6M as of Q2 2026.
Sowell Financial Services bought 32,768 Goldman Sachs Access Inflation Protected USD Bond ETF shares in Q2 2026, an estimated $1.62M.
Goldman Sachs Access Inflation Protected USD Bond ETF made up 0.12% of Sowell Financial Services's portfolio in Q2 2026, its #192 holding.
Sowell Financial Services first reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF in Q2 2025 and has held it in 5 quarters since.
57 funds tracked by Wall St. Rank held Goldman Sachs Access Inflation Protected USD Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.