Valicenti Advisory Services’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Valicenti Advisory Services’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	$3.59M	Buy	38,003 +454	+1%	+$41.3K	0.68%	38
2026 Q1	$3.18M	Buy	37,549 +12,725	+51%	+$1.11M	0.69%	39
2025 Q4	$2.11M	Buy	24,824 +2,389	+11%	+$203K	0.44%	49
2025 Q3	$1.91M	Buy	22,435 +1,318	+6%	+$110K	0.41%	52
2025 Q2	$1.72M	Buy	21,117 +313	+2%	+$24K	0.4%	53
2025 Q1	$1.58M	Buy	+20,804	New	+$1.64M	0.41%	52

Other funds holding GSEW

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return