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Carolinas Wealth Consulting’s Gotham 1000 Value ETF GVLU Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-20,540
Closed -$474K – 386
2025
Q1 		$474K Sell
20,540
-7,173
-26% -$170K 0.1% 107
2024
Q4 		$654K Buy
27,713
+10,270
+59% +$255K 0.13% 91
2024
Q3 		$433K Buy
17,443
+325
+2% +$7.74K 0.08% 126
2024
Q2 		$392K Buy
17,118
+15,993
+1,422% +$370K 0.08% 123
2024
Q1 		$26.8K Buy
1,125
+33
+3% +$734 0.01% 453
2023
Q4 		$23.8K Buy
1,092
+11
+1% +$224 0.01% 425
2023
Q3 		$20.8K Buy
1,081
+48
+5% +$980 0.01% 427
2023
Q2 		$20.5K Buy
1,033
+996
+2,692% +$18.8K ﹤0.01% 474
2023
Q1 		$708 Buy
+37
New +$723 ﹤0.01% 943

Other funds holding GVLU

GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

Carolinas Wealth Consulting's GVLU Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Gotham 1000 Value ETF (GVLU) in Q2 2025, closing a stake of 20,540 shares — an estimated $474K sold.

Carolinas Wealth Consulting first reported a position in GVLU in Q1 2023 and held it in 9 quarters. The position peaked at $654K in Q4 2024. 14 funds tracked by Wall St. Rank hold GVLU as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Gotham 1000 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 20,540 Gotham 1000 Value ETF shares in Q2 2025, an estimated $474K.
  • Carolinas Wealth Consulting first reported a position in Gotham 1000 Value ETF in Q1 2023 and held it in 9 quarters.
  • Carolinas Wealth Consulting's Gotham 1000 Value ETF position peaked at $654K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Gotham 1000 Value ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.