Triad Wealth Partners’s Goldman Sachs Future Consumer Equity ETF GBUY Stock Holding History

Triad Wealth Partners’s Portfolio GBUY Stock Details GBUY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,027	Closed	-$66.9K	–	370
2024 Q2	$66.9K	Buy	+2,027	New	+$65K	0.04%	185

Other funds holding GBUY

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return