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

Capital Advisors 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
2026 Q2	$4.94M	Sell	34,819 -1,636	-4%	-$226K	0.58%	40
2026 Q1	$4.56M	Sell	36,455 -1,783	-5%	-$234K	0.61%	40
2025 Q4	$5.06M	Sell	38,238 -1,189	-3%	-$156K	0.69%	36
2025 Q3	$5.14M	Buy	39,427 +282	+0.7%	+$35.5K	0.73%	35
2025 Q2	$4.75M	Buy	39,145 +9,059	+30%	+$1.02M	0.75%	38
2025 Q1	$3.31M	Sell	30,086 -909	-3%	-$105K	0.59%	41
2024 Q4	$3.57M	Buy	30,995 +725	+2%	+$84.3K	0.64%	38
2024 Q3	$3.42M	Buy	30,270 +82	+0.3%	+$8.91K	0.63%	37
2024 Q2	$3.23M	Sell	30,188 -2,404	-7%	-$248K	0.64%	36
2024 Q1	$3.38M	Sell	32,592 -3,906	-11%	-$385K	0.7%	35
2023 Q4	$3.42M	Buy	36,498 +1,140	+3%	+$100K	0.78%	31
2023 Q3	$2.98M	Buy	35,358 +2,697	+8%	+$236K	0.78%	28
2023 Q2	$2.85M	Buy	32,661 +7,327	+29%	+$608K	0.73%	32
2023 Q1	$2.06M	Buy	25,334 +15,338	+153%	+$1.22M	0.57%	39
2022 Q4	$761K	Buy	9,996 +106	+1%	+$8.12K	0.23%	56
2022 Q3	$702K	Sell	9,890 -42,423	-81%	-$3.34M	0.23%	52
2022 Q2	$3.92M	Sell	52,313 -49,761	-49%	-$4.04M	1.27%	23
2022 Q1	$9.09M	Sell	102,074 -12,236	-11%	-$1.08M	2.78%	10
2021 Q4	$10.9M	Buy	114,310 +8,564	+8%	+$787K	3.3%	10
2021 Q3	$9.1M	Buy	105,746 +17,667	+20%	+$1.57M	3.22%	10
2021 Q2	$7.58M	Buy	88,079 +1,655	+2%	+$138K	2.81%	11
2021 Q1	$6.84M	Buy	+86,424	New	+$6.71M	2.95%	10

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

Capital Advisors Wealth Management's GSLC Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) stake by 4.5% in Q2 2026, selling an estimated $226K and leaving 34,819 shares worth $4.94M. The position accounts for 0.58% of the portfolio, ranked #40.

Capital Advisors Wealth Management first reported a position in GSLC in Q1 2021 and has held it in 22 quarters since. The position peaked at $10.9M in Q4 2021. 635 funds tracked by Wall St. Rank hold GSLC as of Q2 2026.

Capital Advisors Wealth Management held 34,819 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $4.94M as of Q2 2026.
Capital Advisors Wealth Management sold 1,636 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q2 2026, an estimated $226K.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 0.58% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #40 holding.
Capital Advisors Wealth Management first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q1 2021 and has held it in 22 quarters since.
Capital Advisors Wealth Management's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $10.9M in Q4 2021.
635 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.