Accelerate Investment Advisors LLC GSEW — GOLDMAN SACHS ETF TR

Ownership history in Accelerate Investment Advisors LLC  ·  7 quarters on record

AI Ownership Summary

Accelerate Investment Advisors LLC reported GOLDMAN SACHS ETF TR (GSEW) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.44% in 2024 Q3. The latest visible filing shows GSEW at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GSEW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Accelerate Investment Advisors LLC's position in GOLDMAN SACHS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GSEW was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GSEW stock page Accelerate Investment Advisors LLC fund profile Accelerate Investment Advisors LLC full holdings
How Accelerate Investment Advisors LLC held GSEW — position size vs. price
% of Fund (quarterly)    GSEW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 3,370 +2 +0.1% 0.19% $285K 2026-04-13 $87.73
2025 Q4 ADDED — — — 3,368 +3 +0.1% 0.19% $287K 2026-01-12 $87.53
2025 Q3 REDUCED — — — 3,365 -5 -0.1% 0.19% $286K 2025-10-14 $83.86
2025 Q2 REDUCED — — — 3,370 -10 -0.3% 0.20% $275K 2025-07-07 $81.22
2025 Q1 ADDED — — — 3,380 +761 +29.1% 0.22% $257K 2025-04-21 $68.91
2024 Q4 REDUCED 54.5% -1.2% ✅ 2,619 -3,132 -54.5% 0.18% $202K 2025-01-13 $75.38
2024 Q3 INITIATED — — — 5,751 — — 0.44% $446K 2024-10-11 $76.23

🏢 Other funds also holding GSEW

As of 2026 Q1 — sorted by position size

CKW FINANCIAL GROUP 3Y 7Y 4.52% MTC Wealth Management LLC 3Y 4.0% Kilter Group LLC 3.82% Great Lakes Retirement, Inc. 3Y 3.76% Members Trust Co 3Y 7Y 3.06% Wilkins Miller Wealth Management, LLC 3.0% CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2.49% HANSEATIC MANAGEMENT SERVICES INC 3Y 7Y 2.15% Nautilus Advisors LLC 1.61% GUARDIAN WEALTH ADVISORS, LLC / NC 3Y 1.58%

FAQ About Accelerate Investment Advisors LLC and GSEW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Accelerate Investment Advisors LLC reported owning GSEW?

Accelerate Investment Advisors LLC reported GSEW across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported GSEW position in Accelerate Investment Advisors LLC's portfolio?

The largest reported portfolio weight for GSEW was 0.44% in 2024 Q3.

What is the latest reported GSEW position on this page?

The most recent filing on this page is 2026 Q1, when Accelerate Investment Advisors LLC reported 3,370 shares, equal to 0.19% of portfolio, with an estimated market value of $285K.

What does the chart on this GSEW ownership page compare?

The chart compares Accelerate Investment Advisors LLC's quarterly GSEW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Accelerate Investment Advisors LLC time their GSEW position?

Based on 13F filing dates vs. subsequent GSEW price moves, Accelerate Investment Advisors LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on GSEW relative to SPY over the holding period was -3.0%.

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