United Advisor Group’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

United Advisor Group’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	$4.67M	Buy	49,456 +1,649	+3%	+$150K	0.49%	48
2026 Q1	$4.05M	Sell	47,807 -3,561	-7%	-$311K	0.5%	49
2025 Q4	$4.37M	Buy	51,368 +2,327	+5%	+$197K	0.55%	44
2025 Q3	$4.17M	Buy	49,041 +5,541	+13%	+$463K	0.56%	41
2025 Q2	$3.55M	Buy	43,500 +9,453	+28%	+$725K	0.61%	40
2025 Q1	$2.59M	Buy	34,047 +4,930	+17%	+$387K	0.53%	47
2024 Q4	$2.25M	Buy	29,117 +10,080	+53%	+$799K	0.44%	57
2024 Q3	$1.47M	Buy	19,037 +3,609	+23%	+$267K	0.33%	74
2024 Q2	$1.1M	Buy	15,428 +8,866	+135%	+$629K	0.34%	72
2024 Q1	$478K	Buy	+6,562	New	+$451K	0.18%	122

Other funds holding GSEW

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

United Advisor Group's GSEW Position: Q2 2026 in Review

United Advisor Group increased its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 3.4% in Q2 2026, buying an estimated $150K and bringing the position to 49,456 shares worth $4.67M. The position accounts for 0.49% of the portfolio, ranked #48.

United Advisor Group first reported a position in GSEW in Q1 2024 and has held it in 10 quarters since. 183 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

United Advisor Group held 49,456 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $4.67M as of Q2 2026.
United Advisor Group bought 1,649 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2026, an estimated $150K.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.49% of United Advisor Group's portfolio in Q2 2026, its #48 holding.
United Advisor Group first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q1 2024 and has held it in 10 quarters since.
183 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.