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

Summit Financial’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
Q1 		$1.58M Buy
12,631
+8,666
+219% +$1.14M 0.02% 636
2025
Q4 		$525K Buy
3,965
+550
+16% +$72.1K 0.01% 876
2025
Q3 		$445K Buy
3,415
+1,451
+74% +$183K 0.01% 916
2025
Q2 		$238K Sell
1,964
-469
-19% -$52.8K 0.01% 742
2025
Q1 		$268K Buy
2,433
+506
+26% +$58.5K 0.01% 635
2024
Q4 		$222K Hold
1,927
– – 0.01% 603
2024
Q3 		$218K Sell
1,927
-380
-16% -$41.3K 0.01% 510
2024
Q2 		$247K Buy
2,307
+121
+6% +$12.5K 0.01% 449
2024
Q1 		$227K Buy
+2,186
New +$216K 0.01% 353

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return