Ellis Investment Partners’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Ellis Investment Partners’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
2022 Q4	–	Sell	-363	Closed	-$25K	–	416
2022 Q3	$25K	Buy	363 +1	+0.3%	+$79	0.01%	462
2022 Q2	$27K	Buy	362 +1	+0.3%	+$81	0.01%	466
2022 Q1	$32K	Buy	361 +1	+0.3%	+$88	0.01%	464
2021 Q4	$34K	Buy	360 +1	+0.3%	+$92	0.01%	471
2021 Q3	$30K	Buy	359 +1	+0.3%	+$89	0.01%	458
2021 Q2	$30K	Hold	358	–	–	0.01%	464
2021 Q1	$28K	Buy	358 +1	+0.3%	+$78	0.01%	456
2020 Q4	$27K	Buy	357 +2	+0.6%	+$144	0.01%	448
2020 Q3	$24K	Buy	355 +1	+0.3%	+$67	0.01%	451
2020 Q2	$22K	Buy	354 +1	+0.3%	+$59	0.01%	448
2020 Q1	$17K	Buy	353 +292	+479%	+$18K	0.01%	419
2019 Q4	$3K	Buy	+61	New	+$3.78K	﹤0.01%	623

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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