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

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

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

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.57B AUM 15.17% 1-Year Est. Return