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

B. Riley 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
2024
Q4 		$316K Buy
+4,090
New +$324K 0.01% 854

Other funds holding GSEW

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

B. Riley Wealth Advisors's GSEW Position: Q4 2024 in Review

B. Riley Wealth Advisors opened a new position in Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q4 2024: 4,090 shares worth $316K. The stake represents 0.01% of the portfolio and ranks #854 among its holdings.

113 funds tracked by Wall St. Rank hold GSEW as of Q4 2024.

  • B. Riley Wealth Advisors held 4,090 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $316K as of Q4 2024.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF was a new B. Riley Wealth Advisors position in Q4 2024.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #854 holding.
  • 113 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.