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

Capital Performance 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
Q2 		$946K Sell
10,017
-362
-3% -$32.9K 0.06% 118
2026
Q1 		$879K Buy
10,379
+1,119
+12% +$97.8K 0.06% 142
2025
Q4 		$788K Buy
+9,260
New +$785K 0.06% 146

Other funds holding GSEW

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Performance Advisors's GSEW Position: Q2 2026 in Review

Capital Performance Advisors reduced its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 3.5% in Q2 2026, selling an estimated $32.9K and leaving 10,017 shares worth $946K. The position accounts for 0.06% of the portfolio, ranked #118.

Capital Performance Advisors first reported a position in GSEW in Q4 2025 and has held it in 3 quarters since. 182 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

  • Capital Performance Advisors held 10,017 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $946K as of Q2 2026.
  • Capital Performance Advisors sold 362 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2026, an estimated $32.9K.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.06% of Capital Performance Advisors's portfolio in Q2 2026, its #118 holding.
  • Capital Performance Advisors first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 182 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.