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

Octavia Wealth Advisors’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 Q2	–	Sell	-2,316	Closed	-$290K	–	238
2026 Q1	$290K	Buy	+2,316	New	+$304K	0.03%	188

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

SWM

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

RIG

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

Octavia Wealth Advisors's GSLC Position: Q2 2026 in Review

Octavia Wealth Advisors sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q2 2026, closing a stake of 2,316 shares — an estimated $290K sold.

Octavia Wealth Advisors first reported a position in GSLC in Q1 2026 and held it in 1 quarter. The position peaked at $290K in Q1 2026. 636 funds tracked by Wall St. Rank hold GSLC as of Q2 2026.

Octavia Wealth Advisors reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
Octavia Wealth Advisors sold 2,316 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q2 2026, an estimated $290K.
Octavia Wealth Advisors first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q1 2026 and held it in 1 quarter.
Octavia Wealth Advisors's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $290K in Q1 2026.
636 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.