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

Montag & 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
Q1 		$419K Hold
3,345
– – 0.02% 327
2025
Q4 		$443K Buy
+3,345
New +$439K 0.02% 310

Other funds holding GSLC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Montag & Associates's GSLC Position: Q1 2026 in Review

Montag & Associates held its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) position steady in Q1 2026 at 3,345 shares worth $419K. The position accounts for 0.02% of the portfolio, ranked #327.

Montag & Associates first reported a position in GSLC in Q4 2025 and has held it in 2 quarters since. The position peaked at $443K in Q4 2025. 596 funds tracked by Wall St. Rank hold GSLC as of Q1 2026.

  • Montag & Associates held 3,345 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $419K as of Q1 2026.
  • Montag & Associates left its Goldman Sachs ActiveBeta US Large Cap Equity ETF share count unchanged in Q1 2026.
  • Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 0.02% of Montag & Associates's portfolio in Q1 2026, its #327 holding.
  • Montag & Associates first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Montag & Associates's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $443K in Q4 2025.
  • 596 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.