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Strategic Wealth Partners’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Strategic Wealth Partners’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
Q1 		$214K Sell
2,529
-17
-0.7% -$1.49K 0.01% 299
2025
Q4 		$217K Sell
2,546
-6,122
-71% -$519K 0.01% 305
2025
Q3 		$737K Buy
+8,668
New +$724K 0.06% 186

Other funds holding GSEW

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Wealth Partners's GSEW Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 0.67% in Q1 2026, selling an estimated $1.49K and leaving 2,529 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #299.

Strategic Wealth Partners first reported a position in GSEW in Q3 2025 and has held it in 3 quarters since. The position peaked at $737K in Q3 2025. 181 funds tracked by Wall St. Rank hold GSEW as of Q1 2026.

  • Strategic Wealth Partners held 2,529 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $214K as of Q1 2026.
  • Strategic Wealth Partners sold 17 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q1 2026, an estimated $1.49K.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #299 holding.
  • Strategic Wealth Partners first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $737K in Q3 2025.
  • 181 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.