Adams Wealth Management’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Adams Wealth Management’s Portfolio GSLC Stock Details GSLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-82,414	Closed	-$6.27M	–	108
2022 Q4	$6.27M	Sell	82,414 -26,176	-24%	-$2M	2.22%	10
2022 Q3	$7.71M	Sell	108,590 -9,989	-8%	-$787K	2.89%	7
2022 Q2	$8.89M	Sell	118,579 -167	-0.1%	-$13.6K	3.37%	6
2022 Q1	$10.6M	Buy	118,746 +4,475	+4%	+$395K	3.46%	6
2021 Q4	$10.9M	Buy	114,271 +3,954	+4%	+$363K	3.19%	7
2021 Q3	$9.49M	Buy	110,317 +13,833	+14%	+$1.23M	3.59%	5
2021 Q2	$8.3M	Buy	96,484 +2,070	+2%	+$172K	3.54%	6
2021 Q1	$7.47M	Buy	94,414 +24,919	+36%	+$1.93M	3.44%	6
2020 Q4	$5.26M	Buy	69,495 +12,314	+22%	+$885K	3.31%	6
2020 Q3	$3.89M	Buy	57,181 +14,509	+34%	+$974K	3.03%	6
2020 Q2	$2.67M	Buy	42,672 +5,727	+16%	+$339K	2.73%	5
2020 Q1	$1.93M	Buy	+36,945	New	+$2.28M	2.42%	8

Other funds holding GSLC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Adams Wealth Management's GSLC Position: Q1 2023 in Review

Adams Wealth Management sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q1 2023, closing a stake of 82,414 shares — an estimated $6.27M sold.

Adams Wealth Management first reported a position in GSLC in Q1 2020 and held it in 12 quarters. The position peaked at $10.9M in Q4 2021. 390 funds tracked by Wall St. Rank hold GSLC as of Q1 2023.

Adams Wealth Management reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q1 2023 after selling out during the quarter.
Adams Wealth Management sold 82,414 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q1 2023, an estimated $6.27M.
Adams Wealth Management first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q1 2020 and held it in 12 quarters.
Adams Wealth Management's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $10.9M in Q4 2021.
390 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2023.

Based on Adams Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.