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

Milestone 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
2022 Q3	$15.7M	Sell	221,513 -7,231	-3%	-$570K	17.57%	1
2022 Q2	$17.1M	Sell	228,744 -91,046	-28%	-$7.39M	18.05%	1
2022 Q1	$30.4M	Sell	319,790 -6,121	-2%	-$541K	24.74%	1
2021 Q4	$31M	Buy	+325,911	New	+$30M	24.85%	1

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Milestone Wealth's GSLC Position: Q3 2022 in Review

Milestone Wealth reduced its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) stake by 3.2% in Q3 2022, selling an estimated $570K and leaving 221,513 shares worth $15.7M. The position accounts for 17.57% of the portfolio, ranked #1.

Milestone Wealth first reported a position in GSLC in Q4 2021 and has held it in 4 quarters since. The position peaked at $31M in Q4 2021. 376 funds tracked by Wall St. Rank hold GSLC as of Q3 2022.

Milestone Wealth held 221,513 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $15.7M as of Q3 2022.
Milestone Wealth sold 7,231 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q3 2022, an estimated $570K.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 17.57% of Milestone Wealth's portfolio in Q3 2022, its #1 holding.
Milestone Wealth first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q4 2021 and has held it in 4 quarters since.
Milestone Wealth's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $31M in Q4 2021.
376 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.