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

Panoramic Investment 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
2025
Q4 		– Sell
-10,641
Closed -$905K – 127
2025
Q3 		$905K Buy
10,641
+356
+3% +$29.7K 0.51% 48
2025
Q2 		$839K Buy
+10,285
New +$789K 0.51% 47

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Panoramic Investment Advisors's GSEW Position: Q4 2025 in Review

Panoramic Investment Advisors sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q4 2025, closing a stake of 10,641 shares — an estimated $905K sold.

Panoramic Investment Advisors first reported a position in GSEW in Q2 2025 and held it in 2 quarters. The position peaked at $905K in Q3 2025. 172 funds tracked by Wall St. Rank hold GSEW as of Q4 2025.

  • Panoramic Investment Advisors reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Panoramic Investment Advisors sold 10,641 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q4 2025, an estimated $905K.
  • Panoramic Investment Advisors first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q2 2025 and held it in 2 quarters.
  • Panoramic Investment Advisors's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $905K in Q3 2025.
  • 172 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q4 2025.

Based on Panoramic Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.