Capital Investment Advisory Services’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Capital Investment Advisory Services’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
2022 Q1	–	Sell	-17,248	Closed	-$1.23M	–	849
2021 Q4	$1.23M	Sell	17,248 -627	-4%	-$44.1K	0.15%	142
2021 Q3	$1.2M	Sell	17,875 -1,099	-6%	-$75.3K	0.15%	134
2021 Q2	$1.27M	Buy	18,974 +5,936	+46%	+$389K	0.16%	126
2021 Q1	$812K	Buy	+13,038	New	+$785K	0.11%	177

Other funds holding GSEW

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

CFG

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

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Capital Investment Advisory Services's GSEW Position: Q1 2022 in Review

Capital Investment Advisory Services sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q1 2022, closing a stake of 17,248 shares — an estimated $1.23M sold.

Capital Investment Advisory Services first reported a position in GSEW in Q1 2021 and held it in 4 quarters. The position peaked at $1.27M in Q2 2021. 87 funds tracked by Wall St. Rank hold GSEW as of Q1 2022.

Capital Investment Advisory Services reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q1 2022 after selling out during the quarter.
Capital Investment Advisory Services sold 17,248 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q1 2022, an estimated $1.23M.
Capital Investment Advisory Services first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q1 2021 and held it in 4 quarters.
Capital Investment Advisory Services's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $1.27M in Q2 2021.
87 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q1 2022.

Based on Capital Investment Advisory Services's 13F filing for Q1 2022, filed 3 May 2022.