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

Peak 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
2022 Q1	–	Sell	-11,051	Closed	-$790K	–	92
2021 Q4	$790K	Buy	11,051 +1,879	+20%	+$132K	0.61%	36
2021 Q3	$613K	Buy	9,172 +76	+0.8%	+$5.21K	0.54%	34
2021 Q2	$611K	Buy	9,096 +5,629	+162%	+$369K	0.53%	41
2021 Q1	$216K	Sell	3,467 -3,433	-50%	-$207K	0.18%	67
2020 Q4	$399K	Buy	+6,900	New	+$373K	0.34%	47

Other funds holding GSEW

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Peak Financial Advisors's GSEW Position: Q1 2022 in Review

Peak Financial Advisors sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q1 2022, closing a stake of 11,051 shares — an estimated $790K sold.

Peak Financial Advisors first reported a position in GSEW in Q4 2020 and held it in 5 quarters. The position peaked at $790K in Q4 2021. 87 funds tracked by Wall St. Rank hold GSEW as of Q1 2022.

Peak Financial Advisors reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q1 2022 after selling out during the quarter.
Peak Financial Advisors sold 11,051 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q1 2022, an estimated $790K.
Peak Financial Advisors first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2020 and held it in 5 quarters.
Peak Financial Advisors's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $790K in Q4 2021.
87 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q1 2022.

Based on Peak Financial Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.