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Summit X LLC’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Summit X LLC’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
-2,700
Closed -$220K – 99
2025
Q2 		$220K Hold
2,700
– – 0.04% 235
2025
Q1 		$205K Buy
+2,700
New +$212K 0.04% 219

Other funds holding GSEW

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

Summit X LLC's GSEW Position: Q3 2025 in Review

Summit X LLC sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q3 2025, closing a stake of 2,700 shares — an estimated $220K sold.

Summit X LLC first reported a position in GSEW in Q1 2025 and held it in 2 quarters. The position peaked at $220K in Q2 2025. 152 funds tracked by Wall St. Rank hold GSEW as of Q3 2025.

  • Summit X LLC reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 2,700 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q3 2025, an estimated $220K.
  • Summit X LLC first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q1 2025 and held it in 2 quarters.
  • Summit X LLC's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $220K in Q2 2025.
  • 152 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.