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

Visionary Wealth 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
2025 Q3	–	Sell	-60,711	Closed	-$4.95M	–	604
2025 Q2	$4.95M	Sell	60,711 -6,998	-10%	-$537K	0.25%	96
2025 Q1	$5.15M	Sell	67,709 -62	-0.1%	-$4.87K	0.31%	86
2024 Q4	$5.23M	Buy	+67,771	New	+$5.38M	0.31%	89

Other funds holding GSEW

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

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 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

Visionary Wealth Advisors's GSEW Position: Q3 2025 in Review

Visionary Wealth Advisors sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q3 2025, closing a stake of 60,711 shares — an estimated $4.95M sold.

Visionary Wealth Advisors first reported a position in GSEW in Q4 2024 and held it in 3 quarters. The position peaked at $5.23M in Q4 2024. 152 funds tracked by Wall St. Rank hold GSEW as of Q3 2025.

Visionary Wealth Advisors reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
Visionary Wealth Advisors sold 60,711 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q3 2025, an estimated $4.95M.
Visionary Wealth Advisors first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2024 and held it in 3 quarters.
Visionary Wealth Advisors's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $5.23M in Q4 2024.
152 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q3 2025.

Based on Visionary Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.