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Caldwell Sutter Capital’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Caldwell Sutter Capital’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
Q1 		$24.9K Hold
199
– – 0.01% 457
2025
Q4 		$26.3K Hold
199
– – 0.01% 441
2025
Q3 		$25.9K Sell
199
-79
-28% -$9.94K 0.01% 443
2025
Q2 		$33.7K Hold
278
– – 0.02% 406
2025
Q1 		$30.6K Hold
278
– – 0.01% 409
2024
Q4 		$32K Hold
278
– – 0.01% 415
2024
Q3 		$31.4K Sell
278
-46
-14% -$5K 0.01% 421
2024
Q2 		$34.7K Hold
324
– – 0.02% 411
2024
Q1 		$33.6K Hold
324
– – 0.02% 399
2023
Q4 		$30.4K Hold
324
– – 0.02% 404
2023
Q3 		$27.3K Hold
324
– – 0.02% 394
2023
Q2 		$28.3K Buy
324
+175
+117% +$14.5K 0.01% 395
2023
Q1 		$12.1K Buy
+149
New +$11.8K 0.01% 382

Other funds holding GSLC

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return