Guardian Wealth Advisors (North Carolina)’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$28.9M	Buy	305,636 +8,986	+3%	+$817K	1.62%	15
2026 Q1	$25.1M	Sell	296,650 -14,972	-5%	-$1.31M	1.58%	15
2025 Q4	$26.5M	Buy	311,622 +8,140	+3%	+$690K	1.65%	15
2025 Q3	$25.8M	Buy	303,482 +9,289	+3%	+$776K	1.67%	15
2025 Q2	$24M	Buy	294,193 +22,040	+8%	+$1.69M	1.69%	13
2025 Q1	$20.7M	Buy	272,153 +7,968	+3%	+$626K	1.66%	13
2024 Q4	$20.4M	Buy	264,185 +167,293	+173%	+$13.3M	1.61%	14
2024 Q3	$7.51M	Sell	96,892 -1,207	-1%	-$89.2K	0.8%	23
2024 Q2	$6.98M	Buy	98,099 +4,034	+4%	+$286K	0.82%	23
2024 Q1	$6.85M	Buy	94,065 +5,629	+6%	+$387K	0.84%	20
2023 Q4	$5.93M	Buy	+88,436	New	+$5.46M	0.9%	20

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

Guardian Wealth Advisors (North Carolina)'s GSEW Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 3% in Q2 2026, buying an estimated $817K and bringing the position to 305,636 shares worth $28.9M. The position accounts for 1.62% of the portfolio, ranked #15.

Guardian Wealth Advisors (North Carolina) first reported a position in GSEW in Q4 2023 and has held it in 11 quarters since. 182 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 305,636 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $28.9M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 8,986 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2026, an estimated $817K.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 1.62% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #15 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2023 and has held it in 11 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 Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.