GCOR — GOLDMAN SACHS ETF TR

Ownership history in Sowell Financial Services LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Sowell Financial Services LLC reported a position in GOLDMAN SACHS ETF TR (GCOR). 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
0.34% (2025 Q4)
Avg. % of fund
0.17%
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 222,255 +159,094 +251.9% 0.34% $9.2M $41.28
2025 Q3 ADDED 63,161 +15,678 +33.0% 0.10% $2.6M $40.90
2025 Q2 INITIATED 47,483 — — 0.08% $2.0M $40.07
% of Fund (quarterly)    GCOR price (monthly, adj. close)

Other funds also holding GCOR

As of 2025 Q4 — sorted by position size

David Kennon Inc 3Y 1.37% Keebeck Wealth Management 3Y 0.87% PRINCIPAL SECURITIES, INC. 0.84% Castle Rock Wealth Management, LLC 3Y 7Y 0.49% STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 0.23% Beacon Financial Advisory LLC 3Y 0.18% Maia Wealth LLC 0.13% ELEVATION POINT WEALTH PARTNERS, LLC 3Y 7Y 0.12% Envestnet Portfolio Solutions, Inc. 0.11% Legacy Advisors, LLC 3Y 7Y 0.1%
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