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Valeo Financial Advisors’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Valeo Financial Advisors’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
2021
Q2 		– Sell
-36
Closed -$2K – 1044
2021
Q1 		$2K Buy
36
+2
+6% +$120 ﹤0.01% 1792
2020
Q4 		$2K Buy
+34
New +$1.84K ﹤0.01% 1514
2020
Q3 		– Sell
-415
Closed -$19K – 1805
2020
Q2 		$19K Buy
+415
New +$18.2K ﹤0.01% 1075

Other funds holding GSEW

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Valeo Financial Advisors's GSEW Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q2 2021, closing a stake of 36 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in GSEW in Q2 2020 and held it in 3 quarters. The position peaked at $19K in Q2 2020. 79 funds tracked by Wall St. Rank hold GSEW as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 36 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2021, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q2 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $19K in Q2 2020.
  • 79 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.