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WealthPLAN Partners’s Goldman Sachs MarketBeta US Equity ETF GSUS Stock Holding History

WealthPLAN Partners’s Portfolio GSUS Stock Details GSUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-457
Closed -$27.7K – 638
2023
Q2 		$27.7K Hold
457
– – ﹤0.01% 614
2023
Q1 		$25.5K Buy
+457
New +$24.8K ﹤0.01% 677

Other funds holding GSUS

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HA
Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthPLAN Partners's GSUS Position: Q3 2023 in Review

WealthPLAN Partners sold out of Goldman Sachs MarketBeta US Equity ETF (GSUS) in Q3 2023, closing a stake of 457 shares — an estimated $27.7K sold.

WealthPLAN Partners first reported a position in GSUS in Q1 2023 and held it in 2 quarters. The position peaked at $27.7K in Q2 2023. 43 funds tracked by Wall St. Rank hold GSUS as of Q3 2023.

  • WealthPLAN Partners reported no remaining Goldman Sachs MarketBeta US Equity ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 457 Goldman Sachs MarketBeta US Equity ETF shares in Q3 2023, an estimated $27.7K.
  • WealthPLAN Partners first reported a position in Goldman Sachs MarketBeta US Equity ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Goldman Sachs MarketBeta US Equity ETF position peaked at $27.7K in Q2 2023.
  • 43 funds tracked by Wall St. Rank held Goldman Sachs MarketBeta US Equity ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.