KPP Advisory Services’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

KPP Advisory Services’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
2024 Q2	–	Sell	-2,038	Closed	-$212K	–	244
2024 Q1	$212K	Buy	+2,038	New	+$201K	0.06%	227
2023 Q4	–	Sell	-2,701	Closed	-$228K	–	158
2023 Q3	$228K	Buy	+2,701	New	+$236K	0.08%	184

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

Goldman Sachs New York $1.15T AUM 47.82% 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 22.96% 1-Year Est. Return

SWM

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

KPP Advisory Services's GSLC Position: Q2 2024 in Review

KPP Advisory Services sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q2 2024, closing a stake of 2,038 shares — an estimated $212K sold.

KPP Advisory Services first reported a position in GSLC in Q3 2023 and held it in 2 quarters. The position peaked at $228K in Q3 2023. 483 funds tracked by Wall St. Rank hold GSLC as of Q2 2024.

KPP Advisory Services reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q2 2024 after selling out during the quarter.
KPP Advisory Services sold 2,038 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q2 2024, an estimated $212K.
KPP Advisory Services first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q3 2023 and held it in 2 quarters.
KPP Advisory Services's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $228K in Q3 2023.
483 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q2 2024.

Based on KPP Advisory Services's 13F filing for Q2 2024, filed 27 Aug 2024.