Venturi Wealth Management’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Venturi Wealth Management’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
2025 Q1	–	Sell	-95	Closed	-$10.9K	–	1105
2024 Q4	$10.9K	Hold	95	–	–	﹤0.01%	1411
2024 Q3	$10.7K	Buy	95 +1	+1%	+$109	﹤0.01%	1178
2024 Q2	$10.1K	Buy	+94	New	+$9.7K	﹤0.01%	1103
2023 Q4	–	Sell	-54	Closed	-$4.55K	–	1374
2023 Q3	$4.55K	Hold	54	–	–	﹤0.01%	1005
2023 Q2	$4.71K	Hold	54	–	–	﹤0.01%	768
2023 Q1	$4.39K	Buy	+54	New	+$4.28K	﹤0.01%	856

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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

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

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

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Venturi Wealth Management's GSLC Position: Q1 2025 in Review

Venturi Wealth Management sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q1 2025, closing a stake of 95 shares — an estimated $10.9K sold.

Venturi Wealth Management first reported a position in GSLC in Q1 2023 and held it in 6 quarters. The position peaked at $10.9K in Q4 2024. 539 funds tracked by Wall St. Rank hold GSLC as of Q1 2025.

Venturi Wealth Management reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 95 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q1 2025, an estimated $10.9K.
Venturi Wealth Management first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q1 2023 and held it in 6 quarters.
Venturi Wealth Management's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $10.9K in Q4 2024.
539 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.