GCAL — GOLDMAN SACHS DYNAMIC CALIFORNIA MUNICIPAL INCOME ETF

Ownership history in Planned Solutions, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Planned Solutions, Inc. reported a position in GOLDMAN SACHS DYNAMIC CALIFORNIA MUNICIPAL INCOME ETF (GCAL). 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
0.26% (2025 Q4)
Avg. % of fund
0.2%
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 15,624 +4,418 +39.4% 0.26% $795K $50.61
2025 Q3 ADDED 11,206 +3,273 +41.3% 0.20% $568K $49.82
2025 Q2 INITIATED 7,933 — — 0.15% $394K $48.51
% of Fund (quarterly)    GCAL price (monthly, adj. close)

Other funds also holding GCAL

As of 2025 Q4 — sorted by position size

Ducere Wealth Management LLC 2.68% Composition Wealth, LLC 3Y 7Y 1.19% Curated Wealth Partners LLC 3Y 0.79% Weaver Consulting Group 3Y 0.35% FINANCIAL MANAGEMENT NETWORK INC 3Y 0.23% WOLFF WIESE MAGANA LLC 3Y 0.16% FLOW TRADERS U.S. LLC 3Y 7Y 0.08% Vivaldi Capital Management LP 3Y 7Y 0.08% Magnus Financial Group LLC 3Y 7Y 0.06% Blue Zone Wealth Advisors, LLC 3Y 0.05%
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