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Dumont & Blake Investment Advisors’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Dumont & Blake Investment 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 		$1.88M Sell
15,035
-145
-1% -$19K 0.47% 59
2025
Q4 		$2.01M Buy
15,180
+932
+7% +$122K 0.48% 57
2025
Q3 		$1.86M Buy
14,248
+899
+7% +$113K 0.45% 63
2025
Q2 		$1.62M Buy
13,349
+198
+2% +$22.3K 0.42% 68
2025
Q1 		$1.45M Buy
13,151
+3,495
+36% +$404K 0.41% 65
2024
Q4 		$1.11M Buy
9,656
+1,082
+13% +$126K 0.3% 85
2024
Q3 		$968K Sell
8,574
-8,205
-49% -$891K 0.26% 95
2024
Q2 		$1.79M Buy
16,779
+9,041
+117% +$933K 0.25% 97
2024
Q1 		$803K Buy
7,738
+2,052
+36% +$202K 0.23% 103
2023
Q4 		$533K Buy
+5,686
New +$500K 0.16% 127

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return