Berger Financial Group’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Berger Financial Group’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
2025 Q1	–	Sell	-1,922	Closed	-$221K	–	424
2024 Q4	$221K	Buy	+1,922	New	+$224K	0.02%	382

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

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

Betterment LLC New York $59.1B AUM 18.41% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Berger Financial Group's GSLC Position: Q1 2025 in Review

Berger Financial Group sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q1 2025, closing a stake of 1,922 shares — an estimated $221K sold.

Berger Financial Group first reported a position in GSLC in Q4 2024 and held it in 1 quarter. The position peaked at $221K in Q4 2024. 539 funds tracked by Wall St. Rank hold GSLC as of Q1 2025.

Berger Financial Group reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
Berger Financial Group sold 1,922 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q1 2025, an estimated $221K.
Berger Financial Group first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q4 2024 and held it in 1 quarter.
Berger Financial Group's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $221K in Q4 2024.
539 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2025.

Based on Berger Financial Group's 13F filing for Q1 2025, filed 12 May 2025.