Summit Financial Strategies’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Summit Financial Strategies’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 Q3	$424K	Sell	2,924 -161	-5%	-$23.3K	0.03%	109
2026 Q2	$438K	Hold	3,085	–	–	0.03%	105
2026 Q1	$386K	Hold	3,085	–	–	0.03%	111
2025 Q4	$408K	Hold	3,085	–	–	0.03%	107
2025 Q3	$402K	Hold	3,085	–	–	0.03%	106
2025 Q2	$374K	Hold	3,085	–	–	0.03%	106
2025 Q1	$340K	Hold	3,085	–	–	0.03%	107
2024 Q4	$355K	Hold	3,085	–	–	0.04%	103
2024 Q3	$348K	Hold	3,085	–	–	0.04%	107
2024 Q2	$330K	Hold	3,085	–	–	0.04%	108
2024 Q1	$320K	Sell	3,085 -494	-14%	-$48.7K	0.04%	109
2023 Q4	$336K	Hold	3,579	–	–	0.05%	101
2023 Q3	$301K	Hold	3,579	–	–	0.06%	96
2023 Q2	$312K	Hold	3,579	–	–	0.06%	93
2023 Q1	$291K	Hold	3,579	–	–	0.06%	95
2022 Q4	$272K	Hold	3,579	–	–	0.06%	94
2022 Q3	$254K	Hold	3,579	–	–	0.06%	101
2022 Q2	$268K	Hold	3,579	–	–	0.06%	93
2022 Q1	$319K	Hold	3,579	–	–	0.06%	83
2021 Q4	$341K	Buy	+3,579	New	+$329K	0.07%	83

Other funds holding GSLC

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

LCC

Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return

Summit Financial Strategies's GSLC Position: Q3 2026 in Review

Summit Financial Strategies reduced its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) stake by 5.2% in Q3 2026, selling an estimated $23.3K and leaving 2,924 shares worth $424K. The position accounts for 0.03% of the portfolio, ranked #109.

Summit Financial Strategies first reported a position in GSLC in Q4 2021 and has held it in 20 quarters since. The position peaked at $438K in Q2 2026. 79 funds tracked by Wall St. Rank hold GSLC as of Q3 2026.

Summit Financial Strategies held 2,924 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $424K as of Q3 2026.
Summit Financial Strategies sold 161 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q3 2026, an estimated $23.3K.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 0.03% of Summit Financial Strategies's portfolio in Q3 2026, its #109 holding.
Summit Financial Strategies first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q4 2021 and has held it in 20 quarters since.
Summit Financial Strategies's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $438K in Q2 2026.
79 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.