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

Heritage 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
2025 Q1	–	Sell	-256	Closed	-$29.5K	–	610
2024 Q4	$29.5K	Buy	+256	New	+$29.8K	﹤0.01%	358
2022 Q2	–	Sell	-1,946	Closed	-$173K	–	566
2022 Q1	$173K	Buy	+1,946	New	+$172K	0.01%	207

Other funds holding GSLC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Heritage Wealth Advisors's GSLC Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q1 2025, closing a stake of 256 shares — an estimated $29.5K sold.

Heritage Wealth Advisors first reported a position in GSLC in Q1 2022 and held it in 2 quarters. The position peaked at $173K in Q1 2022. 539 funds tracked by Wall St. Rank hold GSLC as of Q1 2025.

Heritage Wealth Advisors reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
Heritage Wealth Advisors sold 256 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q1 2025, an estimated $29.5K.
Heritage Wealth Advisors first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q1 2022 and held it in 2 quarters.
Heritage Wealth Advisors's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $173K in Q1 2022.
539 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.