Root Financial Partners’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Root Financial Partners’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	-1,062	Closed	-$133K	–	1564
2026 Q1	$133K	Buy	1,062 +417	+65%	+$54.7K	0.01%	452
2025 Q4	$85.4K	Buy	645 +29	+5%	+$3.8K	﹤0.01%	524
2025 Q3	$80.3K	Buy	+616	New	+$77.5K	﹤0.01%	512

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

Root Financial Partners's GSLC Position: Q2 2026 in Review

Root Financial Partners sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q2 2026, closing a stake of 1,062 shares — an estimated $133K sold.

Root Financial Partners first reported a position in GSLC in Q3 2025 and held it in 3 quarters. The position peaked at $133K in Q1 2026. 639 funds tracked by Wall St. Rank hold GSLC as of Q2 2026.

Root Financial Partners reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1,062 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q2 2026, an estimated $133K.
Root Financial Partners first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $133K in Q1 2026.
639 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.