BEI
GVLU icon

Benjamin Edwards Inc’s Gotham 1000 Value ETF GVLU Stock Holding History

Benjamin Edwards Inc’s Portfolio GVLU Stock Details GVLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$801K Sell
30,361
-100
-0.3% -$2.62K 0.01% 881
2026
Q1 		$771K Buy
30,461
+100
+0.3% +$2.57K 0.01% 847
2025
Q4 		$748K Buy
30,361
+1,000
+3% +$25.3K 0.01% 812
2025
Q3 		$749K Sell
29,361
-200
-0.7% -$4.98K 0.01% 793
2025
Q2 		$712K Buy
29,561
+900
+3% +$20.6K 0.01% 738
2025
Q1 		$661K Buy
28,661
+150
+0.5% +$3.56K 0.01% 711
2024
Q4 		$673K Buy
28,511
+100
+0.4% +$2.48K 0.01% 735
2024
Q3 		$705K Buy
+28,411
New +$676K 0.01% 694

Other funds holding GVLU

CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Benjamin Edwards Inc's GVLU Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Gotham 1000 Value ETF (GVLU) stake by 0.33% in Q2 2026, selling an estimated $2.62K and leaving 30,361 shares worth $801K. The position accounts for 0.01% of the portfolio, ranked #881.

Benjamin Edwards Inc first reported a position in GVLU in Q3 2024 and has held it in 8 quarters since. 5 funds tracked by Wall St. Rank hold GVLU as of Q2 2026.

  • Benjamin Edwards Inc held 30,361 shares of Gotham 1000 Value ETF worth $801K as of Q2 2026.
  • Benjamin Edwards Inc sold 100 Gotham 1000 Value ETF shares in Q2 2026, an estimated $2.62K.
  • Gotham 1000 Value ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #881 holding.
  • Benjamin Edwards Inc first reported a position in Gotham 1000 Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 5 funds tracked by Wall St. Rank held Gotham 1000 Value ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.