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

Collaborative 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	$347K	Sell	2,448 -170	-6%	-$23.5K	0.15%	109
2026 Q1	$328K	Hold	2,618	–	–	0.15%	110
2025 Q4	$347K	Hold	2,618	–	–	0.12%	153
2025 Q3	$341K	Hold	2,618	–	–	0.14%	136
2025 Q2	$318K	Hold	2,618	–	–	0.14%	131
2025 Q1	$288K	Hold	2,618	–	–	0.13%	125
2024 Q4	$302K	Hold	2,618	–	–	0.14%	128
2024 Q3	$296K	Hold	2,618	–	–	0.13%	130
2024 Q2	$280K	Hold	2,618	–	–	0.14%	131
2024 Q1	$272K	Sell	2,618 -90	-3%	-$8.87K	0.14%	133
2023 Q4	$254K	Hold	2,708	–	–	0.14%	134
2023 Q3	$228K	Hold	2,708	–	–	0.14%	147
2023 Q2	$236K	Sell	2,708 -501	-16%	-$41.5K	0.14%	146
2023 Q1	$261K	Sell	3,209 -878	-21%	-$69.6K	0.16%	139
2022 Q4	$311K	Hold	4,087	–	–	0.2%	124
2022 Q3	$290K	Hold	4,087	–	–	0.21%	125
2022 Q2	$306K	Buy	+4,087	New	+$332K	0.2%	136
2021 Q4	$389K	Buy	+4,087	New	+$376K	0.21%	134
2021 Q1	$364K	Buy	+4,087	New	+$317K	0.21%	140

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

Collaborative Wealth Management's GSLC Position: Q2 2026 in Review

Collaborative Wealth Management reduced its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) stake by 6.5% in Q2 2026, selling an estimated $23.5K and leaving 2,448 shares worth $347K. The position accounts for 0.15% of the portfolio, ranked #109.

Collaborative Wealth Management first reported a position in GSLC in Q1 2021 and has held it in 19 quarters since. The position peaked at $389K in Q4 2021. 639 funds tracked by Wall St. Rank hold GSLC as of Q2 2026.

Collaborative Wealth Management held 2,448 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $347K as of Q2 2026.
Collaborative Wealth Management sold 170 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q2 2026, an estimated $23.5K.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 0.15% of Collaborative Wealth Management's portfolio in Q2 2026, its #109 holding.
Collaborative Wealth Management first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q1 2021 and has held it in 19 quarters since.
Collaborative Wealth Management's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $389K in Q4 2021.
639 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.