Steward Partners Investment Advisory’s Goldman Sachs Access US Aggregate Bond ETF GCOR Stock Holding History

Steward Partners Investment Advisory’s Portfolio GCOR Stock Details GCOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,064	Closed	-$42.9K	–	4068
2024 Q4	$42.9K	Hold	1,064	–	–	﹤0.01%	2420
2024 Q3	$45.2K	Hold	1,064	–	–	﹤0.01%	2277
2024 Q2	$43.4K	Hold	1,064	–	–	﹤0.01%	2173
2024 Q1	$43.8K	Hold	1,064	–	–	﹤0.01%	2182
2023 Q4	$44.5K	Buy	+1,064	New	+$42.7K	﹤0.01%	2048

Other funds holding GCOR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

David Kennon Sarasota, Florida $279M AUM 13.75% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bristlecone Advisors Bellevue, Washington $1.2B AUM 19.79% 1-Year Est. Return

Steward Partners Investment Advisory's GCOR Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Goldman Sachs Access US Aggregate Bond ETF (GCOR) in Q1 2025, closing a stake of 1,064 shares — an estimated $42.9K sold.

Steward Partners Investment Advisory first reported a position in GCOR in Q4 2023 and held it in 5 quarters. The position peaked at $45.2K in Q3 2024. 52 funds tracked by Wall St. Rank hold GCOR as of Q1 2025.

Steward Partners Investment Advisory reported no remaining Goldman Sachs Access US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,064 Goldman Sachs Access US Aggregate Bond ETF shares in Q1 2025, an estimated $42.9K.
Steward Partners Investment Advisory first reported a position in Goldman Sachs Access US Aggregate Bond ETF in Q4 2023 and held it in 5 quarters.
Steward Partners Investment Advisory's Goldman Sachs Access US Aggregate Bond ETF position peaked at $45.2K in Q3 2024.
52 funds tracked by Wall St. Rank held Goldman Sachs Access US Aggregate Bond ETF as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.