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Stone House Investment Management’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Stone House Investment Management’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
2024
Q3 		– Sell
-1,151
Closed -$123K – 398
2024
Q2 		$123K Sell
1,151
-10
-0.9% -$1.03K 0.03% 68
2024
Q1 		$121K Buy
1,161
+8
+0.7% +$789 0.03% 70
2023
Q4 		$108K Sell
1,153
-27
-2% -$2.37K 0.04% 58
2023
Q3 		$99.4K Sell
1,180
-256
-18% -$22.4K 0.03% 58
2023
Q2 		$125K Buy
1,436
+5
+0.3% +$415 0.05% 50
2023
Q1 		$116K Buy
+1,431
New +$113K 0.04% 56
2022
Q4 		– Sell
-3,335
Closed -$237K – 47
2022
Q3 		$237K Buy
3,335
+12
+0.4% +$946 0.11% 36
2022
Q2 		$249K Buy
3,323
+4
+0.1% +$325 0.11% 37
2022
Q1 		$295K Buy
+3,319
New +$293K 0.1% 38

Other funds holding GSLC

Wells Fargo
Wells Fargo San Francisco, California $501B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return