GSLC — TR ACTIVEBETA US LARGE CAP EQUITY ETF

Ownership history in Plotkin Financial Advisors, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Plotkin Financial Advisors, LLC reported a position in TR ACTIVEBETA US LARGE CAP EQUITY ETF (GSLC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.1% (2025 Q4)
Avg. % of fund
1.23%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 48,048 +41,991 +693.3% 3.10% $6.4M $132.37
2025 Q3 ADDED 6,057 +3,257 +116.3% 0.39% $789K $129.95
2025 Q2 INITIATED 2,800 — — 0.19% $340K $120.78
% of Fund (quarterly)    GSLC price (monthly, adj. close)

Other funds also holding GSLC

As of 2025 Q4 — sorted by position size

PENNEY FINANCIAL, LLC 24.14% Targeted Financial Services LLC 21.1% Riverpoint Wealth Management Holdings, LLC 3Y 7Y 18.25% High Probability Advisors, LLC 14.31% DROMS STRAUSS ADVISORS INC /MO/ /ADV 3Y 7Y 13.2% VAUGHAN & Co SECURITIES, INC. 3Y 12.77% Financial Management Professionals, Inc. 3Y 7Y 11.34% SkyView Investment Advisors, LLC 3Y 10.89% Nabity-Jensen Investment Management Inc 10.62% Goldstein Advisors, LLC 3Y 10.18%
← Back to Plotkin Financial Advisors, LLC Holdings