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

Capital Advisors Wealth Management’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 Q2	$1.96M	Buy	20,750 +1,312	+7%	+$119K	0.23%	68
2026 Q1	$1.65M	Sell	19,438 -131	-0.7%	-$11.4K	0.22%	68
2025 Q4	$1.67M	Buy	19,569 +3,554	+22%	+$301K	0.23%	69
2025 Q3	$1.36M	Buy	16,015 +1,524	+11%	+$127K	0.19%	70
2025 Q2	$1.18M	Buy	14,491 +2,023	+16%	+$155K	0.19%	67
2025 Q1	$948K	Buy	12,468 +670	+6%	+$52.7K	0.17%	68
2024 Q4	$911K	Buy	11,798 +2,630	+29%	+$209K	0.16%	68
2024 Q3	$710K	Buy	9,168 +5,775	+170%	+$427K	0.13%	78
2024 Q2	$241K	Buy	+3,393	New	+$241K	0.05%	135

Other funds holding GSEW

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Advisors Wealth Management's GSEW Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 6.7% in Q2 2026, buying an estimated $119K and bringing the position to 20,750 shares worth $1.96M. The position accounts for 0.23% of the portfolio, ranked #68.

Capital Advisors Wealth Management first reported a position in GSEW in Q2 2024 and has held it in 9 quarters since. 183 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

Capital Advisors Wealth Management held 20,750 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $1.96M as of Q2 2026.
Capital Advisors Wealth Management bought 1,312 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2026, an estimated $119K.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.23% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #68 holding.
Capital Advisors Wealth Management first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q2 2024 and has held it in 9 quarters since.
183 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.