GSUS — GOLDMAN SACHS ETF TR

Ownership history in LOCKERMAN FINANCIAL GROUP, INC.  ·  3 quarters on record

This page tracks every 13F SEC filing in which LOCKERMAN FINANCIAL GROUP, INC. reported a position in GOLDMAN SACHS ETF TR (GSUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.68% (2025 Q4)
Avg. % of fund
0.51%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 3,749 +67 +1.8% 0.68% $354K $94.40
2025 Q3 UNCHANGED 3,682 — 0% 0.43% $340K $92.15
2025 Q2 INITIATED 3,682 — — 0.42% $315K $85.12
% of Fund (quarterly)    GSUS price (monthly, adj. close)

Other funds also holding GSUS

As of 2025 Q4 — sorted by position size

Keebeck Wealth Management 3Y 3.26% PRINCIPAL SECURITIES, INC. 1.72% CoreCap Advisors, LLC 3Y 1.53% Robertson Stephens Wealth Management, LLC 3Y 7Y 1.18% STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 0.87% Beacon Financial Advisory LLC 3Y 0.67% Worth Financial Advisory Group, LLC 3Y 0.62% Maia Wealth LLC 0.54% Syntegra Private Wealth Group, LLC 3Y 0.47% Lantern Wealth Advisors, LLC 0.37%
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