Mark Sheptoff Financial Planning’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Mark Sheptoff Financial Planning’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 Q1	–	Sell	-82	Closed	-$10.9K	–	542
2025 Q4	$10.9K	Hold	82	–	–	0.01%	342
2025 Q3	$10.7K	Hold	82	–	–	0.01%	338
2025 Q2	$9.95K	Hold	82	–	–	0.01%	341
2025 Q1	$9.03K	Hold	82	–	–	0.01%	329
2024 Q4	$9.45K	Hold	82	–	–	0.01%	321
2024 Q3	$9.26K	Hold	82	–	–	﹤0.01%	315
2024 Q2	$8.77K	Hold	82	–	–	﹤0.01%	324
2024 Q1	$8.51K	Hold	82	–	–	﹤0.01%	303
2023 Q4	$7.69K	Hold	82	–	–	﹤0.01%	303
2023 Q3	$6.91K	Hold	82	–	–	﹤0.01%	291
2023 Q2	$7.16K	Hold	82	–	–	﹤0.01%	295
2023 Q1	$6.66K	Hold	82	–	–	﹤0.01%	291
2022 Q4	$6.24K	Hold	82	–	–	﹤0.01%	299
2022 Q3	$6K	Hold	82	–	–	﹤0.01%	280
2022 Q2	$6K	Hold	82	–	–	﹤0.01%	291
2022 Q1	$7K	Hold	82	–	–	﹤0.01%	327
2021 Q4	$8K	Hold	82	–	–	﹤0.01%	337
2021 Q3	$7K	Hold	82	–	–	﹤0.01%	330
2021 Q2	$7K	Hold	82	–	–	﹤0.01%	350
2021 Q1	$6K	Hold	82	–	–	﹤0.01%	311
2020 Q4	$6K	Hold	82	–	–	﹤0.01%	300
2020 Q3	$6K	Hold	82	–	–	﹤0.01%	259
2020 Q2	$5K	Hold	82	–	–	﹤0.01%	298
2020 Q1	$4K	Hold	82	–	–	﹤0.01%	282
2019 Q4	$5K	Hold	82	–	–	﹤0.01%	317
2019 Q3	$5K	Hold	82	–	–	﹤0.01%	304
2019 Q2	$5K	Hold	82	–	–	﹤0.01%	291
2019 Q1	$5K	Buy	82 +53	+183%	+$2.9K	﹤0.01%	298
2018 Q4	$1K	Buy	+29	New	+$1.57K	﹤0.01%	316

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

SWM

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

Mark Sheptoff Financial Planning's GSLC Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q1 2026, closing a stake of 82 shares — an estimated $10.9K sold.

Mark Sheptoff Financial Planning first reported a position in GSLC in Q4 2018 and held it in 29 quarters. The position peaked at $10.9K in Q4 2025. 599 funds tracked by Wall St. Rank hold GSLC as of Q1 2026.

Mark Sheptoff Financial Planning reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 82 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q1 2026, an estimated $10.9K.
Mark Sheptoff Financial Planning first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q4 2018 and held it in 29 quarters.
Mark Sheptoff Financial Planning's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $10.9K in Q4 2025.
599 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.