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

Stratos 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
2024 Q1	–	Sell	-5,813	Closed	-$390K	–	1420
2023 Q4	$390K	Sell	5,813 -32,506	-85%	-$2.01M	0.01%	971
2023 Q3	$2.29M	Buy	+38,319	New	+$2.4M	0.05%	357
2022 Q1	–	Sell	-566,520	Closed	-$40.5M	–	1299
2021 Q4	$40.5M	Buy	566,520 +202	+0%	+$14.2K	0.9%	14
2021 Q3	$37.9M	Buy	566,318 +6,952	+1%	+$476K	0.96%	13
2021 Q2	$37.6M	Buy	559,366 +16,570	+3%	+$1.09M	0.94%	14
2021 Q1	$33.8M	Buy	+542,796	New	+$32.7M	0.94%	15

Other funds holding GSEW

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

OIA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Stratos Wealth Partners's GSEW Position: Q1 2024 in Review

Stratos Wealth Partners sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q1 2024, closing a stake of 5,813 shares — an estimated $390K sold.

Stratos Wealth Partners first reported a position in GSEW in Q1 2021 and held it in 6 quarters. The position peaked at $40.5M in Q4 2021. 99 funds tracked by Wall St. Rank hold GSEW as of Q1 2024.

Stratos Wealth Partners reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
Stratos Wealth Partners sold 5,813 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q1 2024, an estimated $390K.
Stratos Wealth Partners first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q1 2021 and held it in 6 quarters.
Stratos Wealth Partners's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $40.5M in Q4 2021.
99 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q1 2024.

Based on Stratos Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.