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Joseph P. Lucia & Associates’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Joseph P. Lucia & Associates’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 		$481K Buy
+5,096
New +$464K 0.14% 116

Other funds holding GSEW

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Joseph P. Lucia & Associates's GSEW Position: Q2 2026 in Review

Joseph P. Lucia & Associates opened a new position in Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q2 2026: 5,096 shares worth $481K. The stake represents 0.14% of the portfolio and ranks #116 among its holdings.

182 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

  • Joseph P. Lucia & Associates held 5,096 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $481K as of Q2 2026.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF was a new Joseph P. Lucia & Associates position in Q2 2026.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.14% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #116 holding.
  • 182 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.