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

Heartwood 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 		$578K Hold
4,077
– – 0.04% 134
2026
Q1 		$510K Sell
4,077
-1,200
-23% -$157K 0.04% 131
2025
Q4 		$699K Sell
5,277
-240
-4% -$31.5K 0.06% 96
2025
Q3 		$719K Buy
+5,517
New +$694K 0.07% 97

Other funds holding GSLC

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
LWA
Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Heartwood Wealth Advisors held its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) position steady in Q2 2026 at 4,077 shares worth $578K. The position accounts for 0.04% of the portfolio, ranked #134.

Heartwood Wealth Advisors first reported a position in GSLC in Q3 2025 and has held it in 4 quarters since. The position peaked at $719K in Q3 2025. 107 funds tracked by Wall St. Rank hold GSLC as of Q2 2026.

  • Heartwood Wealth Advisors held 4,077 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $578K as of Q2 2026.
  • Heartwood Wealth Advisors left its Goldman Sachs ActiveBeta US Large Cap Equity ETF share count unchanged in Q2 2026.
  • Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 0.04% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #134 holding.
  • Heartwood Wealth Advisors first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Heartwood Wealth Advisors's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $719K in Q3 2025.
  • 107 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.