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 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

United Capital Financial Advisors's GSLC Position: Q1 2023 in Review

United Capital Financial Advisors sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q1 2023, closing a stake of 4,165 shares — an estimated $317K sold.

United Capital Financial Advisors first reported a position in GSLC in Q3 2021 and held it in 6 quarters. The position peaked at $317K in Q4 2022. 390 funds tracked by Wall St. Rank hold GSLC as of Q1 2023.

United Capital Financial Advisors reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q1 2023 after selling out during the quarter.
United Capital Financial Advisors sold 4,165 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q1 2023, an estimated $317K.
United Capital Financial Advisors first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q3 2021 and held it in 6 quarters.
United Capital Financial Advisors's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $317K in Q4 2022.
390 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.