Worth Financial Advisory Group, LLC GSUS GOLDMAN SACHS ETF TR

Ownership history in Worth Financial Advisory Group, LLC  ·  13 quarters on record

AI Ownership Summary

Worth Financial Advisory Group, LLC reported GOLDMAN SACHS ETF TR (GSUS) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.74% in 2025 Q2. The latest visible filing shows GSUS at 0.62% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GSUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Worth Financial Advisory Group, LLC's position in GOLDMAN SACHS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GSUS was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Worth Financial Advisory Group, LLC held GSUS — position size vs. price
% of Fund (quarterly)    GSUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 13,664 -291 -2.1% 0.62% $1.3M 2026-02-14 (Est.) $93.59
2025 Q3 REDUCED 13,955 -169 -1.2% 0.72% $1.3M 2025-10-22 $92.06
2025 Q2 ADDED 14,124 +1,823 +14.8% 0.74% $1.2M 2025-07-17 $86.18
2025 Q1 UNCHANGED 12,301 0% 0.60% $946K 2025-04-22 $71.70
2024 Q4 UNCHANGED 12,301 0% 0.61% $994K 2025-02-12 $82.29
2024 Q3 ADDED 12,301 +785 +6.8% 0.57% $969K 2024-10-25 $78.16
2024 Q2 REDUCED 5.6% +5.7% 11,516 -683 -5.6% 0.56% $861K 2024-07-26 $73.20
2024 Q1 ADDED 12,199 +81 +0.7% 0.61% $876K 2024-04-30 $67.35
2023 Q4 ADDED 12,118 +1,968 +19.4% 0.63% $792K 2024-01-19 $64.56
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Worth Financial Advisory Group, LLC and GSUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Worth Financial Advisory Group, LLC reported owning GSUS?

Worth Financial Advisory Group, LLC reported GSUS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GSUS position in Worth Financial Advisory Group, LLC's portfolio?

The largest reported portfolio weight for GSUS was 0.74% in 2025 Q2.

What is the latest reported GSUS position on this page?

The most recent filing on this page is 2025 Q4, when Worth Financial Advisory Group, LLC reported 13,664 shares, equal to 0.62% of portfolio, with an estimated market value of $1.3M.

What does the chart on this GSUS ownership page compare?

The chart compares Worth Financial Advisory Group, LLC's quarterly GSUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Worth Financial Advisory Group, LLC time their GSUS position?

Based on 13F filing dates vs. subsequent GSUS price moves, Worth Financial Advisory Group, LLC correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on GSUS relative to SPY over the holding period was +0.4%.

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