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 Q2	$1.69M	Buy	+17,869	New	+$1.63M	0.03%	560
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 $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

J.W. Cole Advisors's GSEW Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q2 2026: 17,869 shares worth $1.69M. The stake represents 0.03% of the portfolio and ranks #560 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in GSEW as recently as Q4 2025.

J.W. Cole Advisors first reported a position in GSEW in Q2 2021 and has held it in 6 quarters since. 183 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

J.W. Cole Advisors held 17,869 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $1.69M as of Q2 2026.
Goldman Sachs Equal Weight US Large Cap Equity ETF was a new J.W. Cole Advisors position in Q2 2026.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #560 holding.
J.W. Cole Advisors first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q2 2021 and has held it in 6 quarters since.
183 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.