Arkadios Wealth Advisors’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Arkadios Wealth Advisors’s Portfolio GSEW Stock Details GSEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$639K	Buy	7,550 +77	+1%	+$6.73K	0.01%	989
2025 Q4	$636K	Buy	7,473 +84	+1%	+$7.12K	0.01%	899
2025 Q3	$628K	Buy	7,389 +2,311	+46%	+$193K	0.02%	838
2025 Q2	$414K	Buy	5,078 +15	+0.3%	+$1.15K	0.01%	927
2025 Q1	$385K	Buy	+5,063	New	+$398K	0.01%	805
2023 Q3	–	Sell	-4,008	Closed	-$251K	–	727
2023 Q2	$251K	Sell	4,008 -1,708	-30%	-$102K	0.03%	498
2023 Q1	$344K	Sell	5,716 -209	-4%	-$12.6K	0.04%	394
2022 Q4	$343K	Buy	5,925 +198	+3%	+$11.5K	0.05%	365
2022 Q3	$305K	Sell	5,727 -2,159	-27%	-$127K	0.05%	374
2022 Q2	$438K	Sell	7,886 -520	-6%	-$31.7K	0.07%	309
2022 Q1	$564K	Sell	8,406 -6,637	-44%	-$442K	0.07%	288
2021 Q4	$1.07M	Sell	15,043 -3,502	-19%	-$246K	0.14%	167
2021 Q3	$1.24M	Sell	18,545 -5,131	-22%	-$352K	0.18%	133
2021 Q2	$1.59M	Sell	23,676 -3,927	-14%	-$257K	0.19%	133
2021 Q1	$1.72M	Buy	27,603 +4,918	+22%	+$296K	0.28%	92
2020 Q4	$1.31M	Buy	+22,685	New	+$1.23M	0.28%	95
2020 Q2	–	Sell	-875	Closed	-$33.4K	–	1025
2020 Q1	$33.4K	Sell	875 -415	-32%	-$19.6K	0.02%	397
2019 Q4	$68K	Buy	+1,290	New	+$62.8K	0.04%	280

Other funds holding GSEW

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arkadios Wealth Advisors's GSEW Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 1% in Q1 2026, buying an estimated $6.73K and bringing the position to 7,550 shares worth $639K. The position accounts for 0.01% of the portfolio, ranked #989.

Arkadios Wealth Advisors first reported a position in GSEW in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.72M in Q1 2021. 181 funds tracked by Wall St. Rank hold GSEW as of Q1 2026.

Arkadios Wealth Advisors held 7,550 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $639K as of Q1 2026.
Arkadios Wealth Advisors bought 77 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q1 2026, an estimated $6.73K.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #989 holding.
Arkadios Wealth Advisors first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2019 and has held it in 18 quarters since.
Arkadios Wealth Advisors's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $1.72M in Q1 2021.
181 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.