Kozak & Associates’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Kozak & Associates’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	$68.8K	Hold	485	–	–	0.01%	131
2026 Q1	$63.9K	Hold	485	–	–	0.01%	131
2025 Q4	$65.3K	Hold	485	–	–	0.01%	128
2025 Q3	$62.4K	Hold	485	–	–	0.01%	133
2025 Q2	$59.4K	Hold	485	–	–	0.01%	142
2025 Q1	$51.4K	Buy	+485	New	+$56.1K	0.01%	130
2024 Q2	–	Hold	0	–	–	–	411
2024 Q1	–	Hold	0	–	–	–	423
2022 Q2	–	Sell	-352	Closed	-$30K	–	383
2022 Q1	$30K	Hold	352	–	–	0.02%	194
2021 Q4	$30K	Buy	+352	New	+$32.4K	0.02%	194

Other funds holding GSLC

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

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

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return