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

Congress 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
2025
Q2 		$5.07M Buy
41,739
+32,544
+354% +$3.66M 0.05% 381
2025
Q1 		$1.01M Buy
9,195
+1,493
+19% +$173K 0.01% 632
2024
Q4 		$887K Buy
7,702
+127
+2% +$14.8K 0.01% 536
2024
Q3 		$856K Hold
7,575
– – 0.01% 539
2024
Q2 		$810K Hold
7,575
– – 0.01% 461
2024
Q1 		$786K Sell
7,575
-1,709
-18% -$168K 0.01% 397
2023
Q4 		$871K Buy
9,284
+58
+0.6% +$5.1K 0.02% 402
2023
Q3 		$777K Buy
+9,226
New +$808K 0.02% 402

Other funds holding GSLC

Wells Fargo
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return