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

Sigma Planning Corp’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 Q2	–	Sell	-10,211	Closed	-$776K	–	1282
2025 Q1	$776K	Buy	10,211 +2,166	+27%	+$170K	0.02%	570
2024 Q4	$621K	Hold	8,045	–	–	0.02%	649
2024 Q3	$623K	Hold	8,045	–	–	0.02%	660
2024 Q2	$572K	Hold	8,045	–	–	0.02%	676
2024 Q1	$586K	Hold	8,045	–	–	0.02%	699
2023 Q4	$539K	Hold	8,045	–	–	0.04%	434
2023 Q3	$481K	Hold	8,045	–	–	0.02%	738
2023 Q2	$503K	Hold	8,045	–	–	0.02%	732
2023 Q1	$484K	Hold	8,045	–	–	0.02%	807
2022 Q4	$466K	Hold	8,045	–	–	0.02%	783
2022 Q3	$429K	Hold	8,045	–	–	0.02%	796
2022 Q2	$447K	Hold	8,045	–	–	0.02%	801
2022 Q1	$540K	Hold	8,045	–	–	0.02%	815
2021 Q4	$575K	Hold	8,045	–	–	0.02%	789
2021 Q3	$538K	Hold	8,045	–	–	0.02%	786
2021 Q2	$541K	Buy	+8,045	New	+$527K	0.02%	799

Other funds holding GSEW

IWC

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

ESL

Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CFG

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

GLR

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

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

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

Sigma Planning Corp's GSEW Position: Q2 2025 in Review

Sigma Planning Corp sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q2 2025, closing a stake of 10,211 shares — an estimated $776K sold.

Sigma Planning Corp first reported a position in GSEW in Q2 2021 and held it in 16 quarters. The position peaked at $776K in Q1 2025. 151 funds tracked by Wall St. Rank hold GSEW as of Q2 2025.

Sigma Planning Corp reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
Sigma Planning Corp sold 10,211 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2025, an estimated $776K.
Sigma Planning Corp first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q2 2021 and held it in 16 quarters.
Sigma Planning Corp's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $776K in Q1 2025.
151 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2025.

Based on Sigma Planning Corp's 13F filing for Q2 2025, filed 5 Aug 2025.