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Orographic Financial Advisors’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Orographic Financial 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 		$433K Sell
4,401
-52
-1% -$4.73K 0.29% 72
2026
Q1 		$376K Buy
+4,453
New +$389K 0.27% 77

Other funds holding GSEW

IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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

Orographic Financial Advisors's GSEW Position: Q2 2026 in Review

Orographic Financial Advisors reduced its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 1.2% in Q2 2026, selling an estimated $4.73K and leaving 4,401 shares worth $433K. The position accounts for 0.29% of the portfolio, ranked #72.

Orographic Financial Advisors first reported a position in GSEW in Q1 2026 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

  • Orographic Financial Advisors held 4,401 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $433K as of Q2 2026.
  • Orographic Financial Advisors sold 52 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2026, an estimated $4.73K.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.29% of Orographic Financial Advisors's portfolio in Q2 2026, its #72 holding.
  • Orographic Financial Advisors first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 184 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on Orographic Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.