Sowell Financial Services’s Goldman Sachs MarketBeta Russell 1000 Value Equity ETF GVUS Stock Holding History

Sowell Financial Services’s Portfolio GVUS Stock Details GVUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.18M	Buy	65,507 +6,541	+11%	+$425K	0.13%	168
2026 Q2	$3.67M	Buy	58,966 +25,685	+77%	+$1.54M	0.12%	189
2026 Q1	$1.83M	Buy	33,281 +7,783	+31%	+$438K	0.07%	305
2025 Q4	$1.38M	Buy	25,498 +7,318	+40%	+$388K	0.05%	359
2025 Q3	$951K	Buy	18,180 +6,962	+62%	+$356K	0.04%	437
2025 Q2	$560K	Buy	+11,218	New	+$534K	0.02%	583

Other funds holding GVUS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sowell Financial Services's GVUS Position: Q3 2026 in Review

Sowell Financial Services increased its Goldman Sachs MarketBeta Russell 1000 Value Equity ETF (GVUS) stake by 11% in Q3 2026, buying an estimated $425K and bringing the position to 65,507 shares worth $4.18M. The position accounts for 0.13% of the portfolio, ranked #168.

Sowell Financial Services first reported a position in GVUS in Q2 2025 and has held it in 6 quarters since. 4 funds tracked by Wall St. Rank hold GVUS as of Q3 2026.

Sowell Financial Services held 65,507 shares of Goldman Sachs MarketBeta Russell 1000 Value Equity ETF worth $4.18M as of Q3 2026.
Sowell Financial Services bought 6,541 Goldman Sachs MarketBeta Russell 1000 Value Equity ETF shares in Q3 2026, an estimated $425K.
Goldman Sachs MarketBeta Russell 1000 Value Equity ETF made up 0.13% of Sowell Financial Services's portfolio in Q3 2026, its #168 holding.
Sowell Financial Services first reported a position in Goldman Sachs MarketBeta Russell 1000 Value Equity ETF in Q2 2025 and has held it in 6 quarters since.
4 funds tracked by Wall St. Rank held Goldman Sachs MarketBeta Russell 1000 Value Equity ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.