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Secure Asset Management’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Secure Asset Management’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
Q3 		– Sell
-21,040
Closed -$1.72M – 323
2025
Q2 		$1.72M Buy
+21,040
New +$1.61M 0.32% 81

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
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

Secure Asset Management's GSEW Position: Q3 2025 in Review

Secure Asset Management sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q3 2025, closing a stake of 21,040 shares — an estimated $1.72M sold.

Secure Asset Management first reported a position in GSEW in Q2 2025 and held it in 1 quarter. The position peaked at $1.72M in Q2 2025. 152 funds tracked by Wall St. Rank hold GSEW as of Q3 2025.

  • Secure Asset Management reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Secure Asset Management sold 21,040 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q3 2025, an estimated $1.72M.
  • Secure Asset Management first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q2 2025 and held it in 1 quarter.
  • Secure Asset Management's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $1.72M in Q2 2025.
  • 152 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q3 2025.

Based on Secure Asset Management's 13F filing for Q3 2025, filed 9 Oct 2025.