Capital Asset Advisory Services’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Capital Asset Advisory Services’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
2022 Q3	–	Sell	-300	Closed	-$22K	–	510
2022 Q2	$22K	Buy	+300	New	+$24.3K	﹤0.01%	450
2022 Q1	–	Sell	-38	Closed	-$4K	–	597
2021 Q4	$4K	Hold	38	–	–	﹤0.01%	550
2021 Q3	$3K	Hold	38	–	–	﹤0.01%	662
2021 Q2	$3K	Buy	+38	New	+$3.17K	﹤0.01%	683

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 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

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

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

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

Capital Asset Advisory Services's GSLC Position: Q3 2022 in Review

Capital Asset Advisory Services sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q3 2022, closing a stake of 300 shares — an estimated $22K sold.

Capital Asset Advisory Services first reported a position in GSLC in Q2 2021 and held it in 4 quarters. The position peaked at $22K in Q2 2022. 376 funds tracked by Wall St. Rank hold GSLC as of Q3 2022.

Capital Asset Advisory Services reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q3 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 300 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q3 2022, an estimated $22K.
Capital Asset Advisory Services first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q2 2021 and held it in 4 quarters.
Capital Asset Advisory Services's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $22K in Q2 2022.
376 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q3 2022.

Based on Capital Asset Advisory Services's 13F filing for Q3 2022, filed 14 Nov 2022.