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

Sax 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	$1.62M	Sell	12,954 -93	-0.7%	-$12.9K	0.07%	172
2026 Q1	$1.73M	Hold	13,047	–	–	0.08%	131
2025 Q4	$1.73M	Buy	13,047 +9,384	+256%	+$1.23M	0.08%	137
2025 Q3	$477K	Sell	3,663 -6,900	-65%	-$868K	0.03%	277
2025 Q2	$1.28M	Buy	10,563 +7,079	+203%	+$796K	0.08%	147
2025 Q1	$384K	Buy	3,484 +246	+8%	+$28.4K	0.03%	252
2024 Q4	$373K	Sell	3,238 -40	-1%	-$4.65K	0.03%	235
2024 Q3	$370K	Buy	3,278 +1	+0%	+$109	0.03%	198
2024 Q2	$350K	Buy	3,277 +131	+4%	+$13.5K	0.03%	185
2024 Q1	$326K	Buy	3,146 +200	+7%	+$19.7K	0.04%	142
2023 Q4	$276K	Buy	+2,946	New	+$259K	0.05%	156

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 22.9% 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 $4B AUM 10.86% 1-Year Est. Return

RIG

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

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

Sax Wealth Advisors reduced its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) stake by 0.71% in Q2 2026, selling an estimated $12.9K and leaving 12,954 shares worth $1.62M. The position accounts for 0.07% of the portfolio, ranked #172.

Sax Wealth Advisors first reported a position in GSLC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.73M in Q1 2026. 642 funds tracked by Wall St. Rank hold GSLC as of Q2 2026.

Sax Wealth Advisors held 12,954 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $1.62M as of Q2 2026.
Sax Wealth Advisors sold 93 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q2 2026, an estimated $12.9K.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 0.07% of Sax Wealth Advisors's portfolio in Q2 2026, its #172 holding.
Sax Wealth Advisors first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
Sax Wealth Advisors's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $1.73M in Q1 2026.
642 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.