Security National Bank’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Security National Bank’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	$1.51M	Buy	16,021 +5,279	+49%	+$480K	0.18%	79
2026 Q1	$909K	Buy	10,742 +824	+8%	+$72K	0.13%	79
2025 Q4	$844K	Buy	9,918 +4,044	+69%	+$343K	0.12%	81
2025 Q3	$500K	Buy	+5,874	New	+$490K	0.08%	92

Other funds holding GSEW

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return