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

EP Wealth 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
Q2 		$949K Buy
6,685
+21
+0.3% +$2.9K ﹤0.01% 767
2026
Q1 		$834K Buy
6,664
+417
+7% +$54.7K ﹤0.01% 704
2025
Q4 		$827K Buy
+6,247
New +$819K ﹤0.01% 674
2025
Q2 		$138K Sell
1,140
-235
-17% -$26.4K ﹤0.01% 1334
2025
Q1 		$151K Sell
1,375
-172
-11% -$19.9K ﹤0.01% 1186
2024
Q4 		$178K Sell
1,547
-387
-20% -$45K ﹤0.01% 1109
2024
Q3 		$218K Buy
+1,934
New +$210K ﹤0.01% 999

Other funds holding GSLC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
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

EP Wealth Advisors's GSLC Position: Q2 2026 in Review

EP Wealth Advisors increased its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) stake by 0.32% in Q2 2026, buying an estimated $2.9K and bringing the position to 6,685 shares worth $949K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

EP Wealth Advisors first reported a position in GSLC in Q3 2024 and has held it in 7 quarters since. 639 funds tracked by Wall St. Rank hold GSLC as of Q2 2026.

  • EP Wealth Advisors held 6,685 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $949K as of Q2 2026.
  • EP Wealth Advisors bought 21 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q2 2026, an estimated $2.9K.
  • Goldman Sachs ActiveBeta US Large Cap Equity ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #767 holding.
  • EP Wealth Advisors first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • 639 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.