XML Financial
GTOP icon

XML Financial’s Goldman Sachs Technology Opportunities ETF GTOP Stock Holding History

XML Financial’s Portfolio GTOP Stock Details GTOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$334K Buy
6,511
+1,334
+26% +$65.1K 0.02% 348
2026
Q2 		$258K Buy
+5,177
New +$234K 0.02% 395
2026
Q1 		– Sell
-5,177
Closed -$205K – 470
2025
Q4 		$205K Buy
+5,177
New +$205K 0.02% 420

Other funds holding GTOP

Private Wealth Partners
Private Wealth Partners Mill Valley, California $1.47B AUM 33.05% 1-Year Est. Return
Anchyra Partners
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
WealthBridge Capital Management
WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Kaydan Wealth Management
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

XML Financial's GTOP Position: Q3 2026 in Review

XML Financial increased its Goldman Sachs Technology Opportunities ETF (GTOP) stake by 26% in Q3 2026, buying an estimated $65.1K and bringing the position to 6,511 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #348.

XML Financial first reported a position in GTOP in Q4 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold GTOP as of Q3 2026.

  • XML Financial held 6,511 shares of Goldman Sachs Technology Opportunities ETF worth $334K as of Q3 2026.
  • XML Financial bought 1,334 Goldman Sachs Technology Opportunities ETF shares in Q3 2026, an estimated $65.1K.
  • Goldman Sachs Technology Opportunities ETF made up 0.02% of XML Financial's portfolio in Q3 2026, its #348 holding.
  • XML Financial first reported a position in Goldman Sachs Technology Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Goldman Sachs Technology Opportunities ETF as of Q3 2026.

Based on XML Financial's 13F filing for Q3 2026, filed 29 Oct 2026.