UCFA
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United Capital Financial Advisors’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

United Capital Financial 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
2023
Q1 		– Sell
-4,165
Closed -$317K – 1006
2022
Q4 		$317K Buy
4,165
+1,344
+48% +$103K ﹤0.01% 872
2022
Q3 		$200K Sell
2,821
-480
-15% -$37.8K ﹤0.01% 1028
2022
Q2 		$247K Buy
3,301
+371
+13% +$30.1K ﹤0.01% 995
2022
Q1 		$261K Sell
2,930
-179
-6% -$15.8K ﹤0.01% 1035
2021
Q4 		$296K Buy
3,109
+116
+4% +$10.7K ﹤0.01% 1029
2021
Q3 		$257K Buy
+2,993
New +$266K ﹤0.01% 1061

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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return