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PDS Planning’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

PDS Planning’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 		$108K Buy
1,148
+3
+0.3% +$273 0.01% 598
2026
Q1 		$96.9K Buy
1,145
+4
+0.4% +$350 0.01% 548
2025
Q4 		$97.1K Buy
+1,141
New +$96.8K 0.01% 537

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

PDS Planning's GSEW Position: Q2 2026 in Review

PDS Planning increased its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 0.26% in Q2 2026, buying an estimated $273 and bringing the position to 1,148 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #598.

PDS Planning first reported a position in GSEW in Q4 2025 and has held it in 3 quarters since. 183 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

  • PDS Planning held 1,148 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $108K as of Q2 2026.
  • PDS Planning bought 3 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2026, an estimated $273.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.01% of PDS Planning's portfolio in Q2 2026, its #598 holding.
  • PDS Planning first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2025 and has held it in 3 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 PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.