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

Catalyst 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
2023 Q1	$713K	Sell	8,776 -1,081	-11%	-$85.7K	0.67%	63
2022 Q4	$750K	Buy	+9,857	New	+$755K	0.71%	51

Other funds holding GSLC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Catalyst Wealth Management's GSLC Position: Q1 2023 in Review

Catalyst Wealth Management reduced its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) stake by 11% in Q1 2023, selling an estimated $85.7K and leaving 8,776 shares worth $713K. The position accounts for 0.67% of the portfolio, ranked #63.

Catalyst Wealth Management first reported a position in GSLC in Q4 2022 and has held it in 2 quarters since. The position peaked at $750K in Q4 2022. 390 funds tracked by Wall St. Rank hold GSLC as of Q1 2023.

Catalyst Wealth Management held 8,776 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $713K as of Q1 2023.
Catalyst Wealth Management sold 1,081 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q1 2023, an estimated $85.7K.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 0.67% of Catalyst Wealth Management's portfolio in Q1 2023, its #63 holding.
Catalyst Wealth Management first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q4 2022 and has held it in 2 quarters since.
Catalyst Wealth Management's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $750K in Q4 2022.
390 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.