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

Valeo 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
2026 Q2	$218K	Buy	+1,538	New	+$213K	﹤0.01%	734
2024 Q4	–	Sell	-3,097	Closed	-$350K	–	760
2024 Q3	$350K	Buy	3,097 +226	+8%	+$24.6K	0.01%	497
2024 Q2	$307K	Hold	2,871	–	–	0.01%	512
2024 Q1	$287K	Buy	+2,871	New	+$283K	0.01%	514
2023 Q2	–	Sell	-2,495	Closed	-$203K	–	637
2023 Q1	$203K	Buy	+2,495	New	+$198K	0.01%	549
2021 Q2	–	Sell	-392	Closed	-$31K	–	1046
2021 Q1	$31K	Hold	392	–	–	﹤0.01%	1024
2020 Q4	$30K	Sell	392 -1	-0.3%	-$72	﹤0.01%	927
2020 Q3	$27K	Buy	393 +1	+0.3%	+$67	﹤0.01%	844
2020 Q2	$25K	Sell	392 -21	-5%	-$1.25K	﹤0.01%	978
2020 Q1	$23K	Sell	413 -677	-62%	-$41.7K	﹤0.01%	857
2019 Q4	$70K	Buy	1,090 +761	+231%	+$47.2K	0.01%	537
2019 Q3	$20K	Hold	329	–	–	﹤0.01%	847
2019 Q2	$19K	Hold	329	–	–	﹤0.01%	861
2019 Q1	$19K	Hold	329	–	–	﹤0.01%	802
2018 Q4	$17K	Hold	329	–	–	﹤0.01%	748
2018 Q3	$18K	Hold	329	–	–	﹤0.01%	798
2018 Q2	$19K	Hold	329	–	–	﹤0.01%	778
2018 Q1	$18K	Buy	+329	New	+$18.1K	﹤0.01%	741

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

Valeo Financial Advisors's GSLC Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q2 2026: 1,538 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #734 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in GSLC as recently as Q3 2024.

Valeo Financial Advisors first reported a position in GSLC in Q1 2018 and has held it in 18 quarters since. The position peaked at $350K in Q3 2024. 639 funds tracked by Wall St. Rank hold GSLC as of Q2 2026.

Valeo Financial Advisors held 1,538 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $218K as of Q2 2026.
Goldman Sachs ActiveBeta US Large Cap Equity ETF was a new Valeo Financial Advisors position in Q2 2026.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #734 holding.
Valeo Financial Advisors first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q1 2018 and has held it in 18 quarters since.
Valeo Financial Advisors's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $350K in Q3 2024.
639 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.