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 Q3	$4.96M	Buy	53,299 +3,843	+8%	+$369K	0.47%	47
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CKW Financial Group Honolulu, Hawaii $1.03B AUM 14.14% 1-Year Est. Return

Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $902M AUM 8.72% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

United Advisor Group's GSEW Position: Q3 2026 in Review

United Advisor Group increased its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 7.8% in Q3 2026, buying an estimated $369K and bringing the position to 53,299 shares worth $4.96M. The position accounts for 0.47% of the portfolio, ranked #47.

United Advisor Group first reported a position in GSEW in Q1 2024 and has held it in 11 quarters since. 100 funds tracked by Wall St. Rank hold GSEW as of Q3 2026.

United Advisor Group held 53,299 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $4.96M as of Q3 2026.
United Advisor Group bought 3,843 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q3 2026, an estimated $369K.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.47% of United Advisor Group's portfolio in Q3 2026, its #47 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 11 quarters since.
100 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.