LEGACY FINANCIAL INDEPENDENT ADVISORS LLC GSGO — GOLDMAN SACHS GROWTH OPPORTUNITIES ETF

Ownership history in LEGACY FINANCIAL INDEPENDENT ADVISORS LLC  ·  2 quarters on record

AI Ownership Summary

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC reported GOLDMAN SACHS GROWTH OPPORTUNITIES ETF (GSGO) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 4.92% in 2026 Q2. The latest visible filing shows GSGO at 4.92% 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.

What this GSGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LEGACY FINANCIAL INDEPENDENT ADVISORS LLC's position in GOLDMAN SACHS GROWTH OPPORTUNITIES ETF, 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
2026 Q2

GSGO was reported at 4.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.92% in 2026 Q2

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

Time in book
Holding Window
2026 Q1 to 2026 Q2

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.

GSGO stock page LEGACY FINANCIAL INDEPENDENT ADVISORS LLC fund profile LEGACY FINANCIAL INDEPENDENT ADVISORS LLC full holdings
How LEGACY FINANCIAL INDEPENDENT ADVISORS LLC held GSGO — position size vs. price
% of Fund (quarterly)    GSGO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 232,435 -3,280 -1.4% 4.92% $10.5M 2026-08-10 $44.77
2026 Q1 INITIATED — — — 235,715 — — 4.48% $8.6M 2026-05-05 $41.87

🏢 Other funds also holding GSGO

As of 2026 Q2 — sorted by position size

BARNES PETTEY FINANCIAL ADVISORS, LLC 3Y 0.08% Private Wealth Partners, LLC 3Y 7Y 0.07% Rockefeller Capital Management L.P. 3Y 7Y 0.01% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.0% GOLDMAN SACHS GROUP INC 3Y 7Y 0.0% Integrated Wealth Concepts LLC 3Y 7Y 0.0% WELLS FARGO & COMPANY/MN 3Y 7Y 0.0% LPL Financial LLC 3Y 7Y 0.0% MORGAN STANLEY 3Y 7Y 0.0% Cerity Partners LLC 3Y 7Y 0.0%

FAQ About LEGACY FINANCIAL INDEPENDENT ADVISORS LLC and GSGO

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

How long has LEGACY FINANCIAL INDEPENDENT ADVISORS LLC reported owning GSGO?

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC reported GSGO across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported GSGO position in LEGACY FINANCIAL INDEPENDENT ADVISORS LLC's portfolio?

The largest reported portfolio weight for GSGO was 4.92% in 2026 Q2.

What is the latest reported GSGO position on this page?

The most recent filing on this page is 2026 Q2, when LEGACY FINANCIAL INDEPENDENT ADVISORS LLC reported 232,435 shares, equal to 4.92% of portfolio, with an estimated market value of $10.5M.

What does the chart on this GSGO ownership page compare?

The chart compares LEGACY FINANCIAL INDEPENDENT ADVISORS LLC's quarterly GSGO 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.

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