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

Kingswood 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
Q3 		– Sell
-2,268
Closed -$275K – 815
2025
Q2 		$275K Hold
2,268
– – 0.02% 596
2025
Q1 		$250K Sell
2,268
-342
-13% -$39.6K 0.02% 610
2024
Q4 		$301K Buy
+2,610
New +$304K 0.02% 605
2024
Q2 		– Sell
-5,835
Closed -$606K – 689
2024
Q1 		$606K Hold
5,835
– – 0.07% 298
2023
Q4 		$547K Hold
5,835
– – 0.06% 327
2023
Q3 		$491K Buy
+5,835
New +$511K 0.08% 248

Other funds holding GSLC

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Morgan Stanley
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Betterment LLC
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SEIA
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return