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 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

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

Summit Financial Strategies's GSLC Position: Q2 2026 in Review

Summit Financial Strategies held its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) position steady in Q2 2026 at 3,085 shares worth $438K. The position accounts for 0.03% of the portfolio, ranked #105.

Summit Financial Strategies first reported a position in GSLC in Q4 2021 and has held it in 19 quarters since. 637 funds tracked by Wall St. Rank hold GSLC as of Q2 2026.

Summit Financial Strategies held 3,085 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $438K as of Q2 2026.
Summit Financial Strategies left its Goldman Sachs ActiveBeta US Large Cap Equity ETF share count unchanged in Q2 2026.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 0.03% of Summit Financial Strategies's portfolio in Q2 2026, its #105 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 19 quarters since.
637 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.