Asset Dedication LLC’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Asset Dedication LLC’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
2026 Q2	$105K	Hold	740	–	–	0.01%	393
2026 Q1	$92.6K	Buy	740 +520	+236%	+$68.2K	0.01%	408
2025 Q4	$29.1K	Hold	220	–	–	﹤0.01%	583
2025 Q3	$28.7K	Sell	220 -24	-10%	-$3.02K	﹤0.01%	596
2025 Q2	$29.6K	Buy	244 +24	+11%	+$2.7K	﹤0.01%	612
2025 Q1	$24.2K	Hold	220	–	–	﹤0.01%	610
2024 Q4	$25.3K	Sell	220 -580	-73%	-$67.5K	﹤0.01%	604
2024 Q3	$90.4K	Hold	800	–	–	0.01%	424
2024 Q2	$85.6K	Hold	800	–	–	0.01%	419
2024 Q1	$83K	Hold	800	–	–	0.01%	384
2023 Q4	$75K	Hold	800	–	–	0.01%	385
2023 Q3	$68K	Hold	800	–	–	0.01%	398
2023 Q2	$70K	Hold	800	–	–	0.01%	403
2023 Q1	$65K	Hold	800	–	–	0.01%	406
2022 Q4	$61K	Hold	800	–	–	0.01%	402
2022 Q3	$57K	Buy	+800	New	+$63K	0.01%	395
2022 Q2	–	Sell	-800	Closed	-$72K	–	671
2022 Q1	$72K	Hold	800	–	–	0.01%	384
2021 Q4	$76K	Hold	800	–	–	0.01%	350
2021 Q3	$69K	Hold	800	–	–	0.01%	364
2021 Q2	$69K	Buy	+800	New	+$66.6K	0.01%	348
2021 Q1	–	Sell	-800	Closed	-$61K	–	711
2020 Q4	$61K	Buy	800 +580	+264%	+$41.7K	0.01%	336
2020 Q3	$15K	Buy	+220	New	+$14.8K	﹤0.01%	481
2019 Q1	–	Sell	-308	Closed	-$15K	–	628
2018 Q4	$15K	Buy	+308	New	+$16.7K	0.01%	387
2017 Q2	–	Sell	-360	Closed	-$17K	–	386
2017 Q1	$17K	Buy	+360	New	+$16.6K	0.01%	274

Other funds holding GSLC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.55T AUM 33.47% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

RIG

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

Asset Dedication LLC's GSLC Position: Q2 2026 in Review

Asset Dedication LLC held its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) position steady in Q2 2026 at 740 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #393.

Asset Dedication LLC first reported a position in GSLC in Q1 2017 and has held it in 24 quarters since. 635 funds tracked by Wall St. Rank hold GSLC as of Q2 2026.

Asset Dedication LLC held 740 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $105K as of Q2 2026.
Asset Dedication LLC left its Goldman Sachs ActiveBeta US Large Cap Equity ETF share count unchanged in Q2 2026.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #393 holding.
Asset Dedication LLC first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q1 2017 and has held it in 24 quarters since.
635 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.