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

Clearstead Advisors’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	$1.49M	Sell	11,902 -1,281	-10%	-$168K	0.02%	430
2025 Q4	$1.75M	Sell	13,183 -377	-3%	-$49.4K	0.02%	353
2025 Q3	$1.77M	Sell	13,560 -517	-4%	-$65K	0.03%	342
2025 Q2	$1.71M	Buy	14,077 +406	+3%	+$45.7K	0.02%	345
2025 Q1	$1.5M	Sell	13,671 -186	-1%	-$21.5K	0.02%	345
2024 Q4	$1.6M	Buy	13,857 +365	+3%	+$42.4K	0.02%	331
2024 Q3	$1.52M	Buy	13,492 +243	+2%	+$26.4K	0.02%	340
2024 Q2	$1.42M	Buy	+13,249	New	+$1.37M	0.02%	328

Other funds holding GSLC

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return