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

Marcum Wealth’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	$1.46M	Sell	13,247 -429	-3%	-$49.6K	0.13%	83
2024 Q4	$1.58M	Sell	13,676 -158	-1%	-$18.4K	0.14%	79
2024 Q3	$1.56M	Sell	13,834 -217	-2%	-$23.6K	0.15%	72
2024 Q2	$1.5M	Sell	14,051 -3,599	-20%	-$371K	0.15%	73
2024 Q1	$1.83M	Sell	17,650 -351	-2%	-$34.6K	0.19%	58
2023 Q4	$1.69M	Sell	18,001 -1,052	-6%	-$92.4K	0.18%	61
2023 Q3	$1.6M	Sell	19,053 -1,013	-5%	-$88.7K	0.19%	60
2023 Q2	$1.75M	Sell	20,066 -6,268	-24%	-$520K	0.21%	51
2023 Q1	$2.14M	Sell	26,334 -110	-0.4%	-$8.72K	0.27%	38
2022 Q4	$2.01M	Sell	26,444 -660	-2%	-$50.5K	0.27%	42
2022 Q3	$1.93M	Buy	27,104 +1,479	+6%	+$117K	0.29%	38
2022 Q2	$1.92M	Sell	25,625 -5,731	-18%	-$465K	0.29%	40
2022 Q1	$2.79M	Sell	31,356 -1,542	-5%	-$136K	0.39%	27
2021 Q4	$3.13M	Buy	32,898 +299	+0.9%	+$27.5K	0.44%	28
2021 Q3	$2.8M	Sell	32,599 -162	-0.5%	-$14.4K	0.44%	26
2021 Q2	$2.82M	Sell	32,761 -5,873	-15%	-$489K	0.46%	26
2021 Q1	$3.06M	Buy	+38,634	New	+$3M	0.5%	24

Other funds holding GSLC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SWM

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

Marcum Wealth's GSLC Position: Q1 2025 in Review

Marcum Wealth reduced its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) stake by 3.1% in Q1 2025, selling an estimated $49.6K and leaving 13,247 shares worth $1.46M. The position accounts for 0.13% of the portfolio, ranked #83.

Marcum Wealth first reported a position in GSLC in Q1 2021 and has held it in 17 quarters since. The position peaked at $3.13M in Q4 2021. 538 funds tracked by Wall St. Rank hold GSLC as of Q1 2025.

Marcum Wealth held 13,247 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $1.46M as of Q1 2025.
Marcum Wealth sold 429 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q1 2025, an estimated $49.6K.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 0.13% of Marcum Wealth's portfolio in Q1 2025, its #83 holding.
Marcum Wealth first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q1 2021 and has held it in 17 quarters since.
Marcum Wealth's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $3.13M in Q4 2021.
538 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.