Jackson Grant Investment Advisers’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Jackson Grant Investment Advisers’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	$423K	Hold	4,485	–	–	0.13%	84
2026 Q1	$380K	Hold	4,485	–	–	0.13%	84
2025 Q4	$382K	Buy	4,485 +2,189	+95%	+$186K	0.13%	83
2025 Q3	$195K	Buy	+2,296	New	+$192K	0.07%	115

Other funds holding GSEW

Members Trust Tampa, Florida $3.21B AUM 13.73% 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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MWM

MTC Wealth Management Tampa, Florida $223M AUM 12.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Jackson Grant Investment Advisers's GSEW Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) position steady in Q2 2026 at 4,485 shares worth $423K. The position accounts for 0.13% of the portfolio, ranked #84.

Jackson Grant Investment Advisers first reported a position in GSEW in Q3 2025 and has held it in 4 quarters since. 66 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

Jackson Grant Investment Advisers held 4,485 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $423K as of Q2 2026.
Jackson Grant Investment Advisers left its Goldman Sachs Equal Weight US Large Cap Equity ETF share count unchanged in Q2 2026.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.13% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #84 holding.
Jackson Grant Investment Advisers first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
66 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.