Capital Advisors Inc’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Capital Advisors Inc’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
2024 Q3	–	Sell	-1,962	Closed	-$210K	–	303
2024 Q2	$210K	Buy	+1,962	New	+$202K	﹤0.01%	294
2022 Q1	–	Sell	-2,391	Closed	-$227K	–	268
2021 Q4	$227K	Buy	+2,391	New	+$220K	0.01%	228

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

Goldman Sachs New York $1.15T AUM 47.82% 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

SWM

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

Capital Advisors Inc's GSLC Position: Q3 2024 in Review

Capital Advisors Inc sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q3 2024, closing a stake of 1,962 shares — an estimated $210K sold.

Capital Advisors Inc first reported a position in GSLC in Q4 2021 and held it in 2 quarters. The position peaked at $227K in Q4 2021. 490 funds tracked by Wall St. Rank hold GSLC as of Q3 2024.

Capital Advisors Inc reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q3 2024 after selling out during the quarter.
Capital Advisors Inc sold 1,962 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q3 2024, an estimated $210K.
Capital Advisors Inc first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q4 2021 and held it in 2 quarters.
Capital Advisors Inc's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $227K in Q4 2021.
490 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q3 2024.

Based on Capital Advisors Inc's 13F filing for Q3 2024, filed 28 Oct 2024.