JWCA
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J.W. Cole Advisors’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

J.W. Cole 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
Q1 		– Sell
-16,554
Closed -$1.41M – 1041
2025
Q4 		$1.41M Buy
16,554
+5,145
+45% +$436K 0.03% 525
2025
Q3 		$970K Buy
11,409
+2,992
+36% +$250K 0.02% 728
2025
Q2 		$686K Buy
8,417
+4,604
+121% +$353K 0.01% 812
2025
Q1 		$290K Buy
+3,813
New +$300K 0.01% 977
2021
Q3 		– Sell
-7,936
Closed -$533K – 560
2021
Q2 		$533K Buy
+7,936
New +$520K 0.04% 417

Other funds holding GSEW

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return