AWM
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Axxcess Wealth Management’s Goldman Sachs Small Cap Equity ETF GSC Stock Holding History

Axxcess Wealth Management’s Portfolio GSC Stock Details GSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$692K Sell
10,000
-450
-4% -$27.7K 0.01% 626
2026
Q1 		$571K Hold
10,450
– – 0.02% 290
2025
Q4 		$568K Sell
10,450
-370
-3% -$19.9K 0.01% 662
2025
Q3 		$577K Sell
10,820
-67,319
-86% -$3.52M 0.01% 584
2025
Q2 		$3.94M Buy
78,139
+62,026
+385% +$2.94M 0.09% 174
2025
Q1 		$751K Sell
16,113
-39,812
-71% -$2.01M 0.02% 462
2024
Q4 		$2.87M Buy
+55,925
New +$2.99M 0.07% 208

Other funds holding GSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
PAS
PKS Advisory Services Albany, New York $627M AUM 25.97% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Axxcess Wealth Management's GSC Position: Q2 2026 in Review

Axxcess Wealth Management reduced its Goldman Sachs Small Cap Equity ETF (GSC) stake by 4.3% in Q2 2026, selling an estimated $27.7K and leaving 10,000 shares worth $692K. The position accounts for 0.01% of the portfolio, ranked #626.

Axxcess Wealth Management first reported a position in GSC in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.94M in Q2 2025. 27 funds tracked by Wall St. Rank hold GSC as of Q2 2026.

  • Axxcess Wealth Management held 10,000 shares of Goldman Sachs Small Cap Equity ETF worth $692K as of Q2 2026.
  • Axxcess Wealth Management sold 450 Goldman Sachs Small Cap Equity ETF shares in Q2 2026, an estimated $27.7K.
  • Goldman Sachs Small Cap Equity ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #626 holding.
  • Axxcess Wealth Management first reported a position in Goldman Sachs Small Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • Axxcess Wealth Management's Goldman Sachs Small Cap Equity ETF position peaked at $3.94M in Q2 2025.
  • 27 funds tracked by Wall St. Rank held Goldman Sachs Small Cap Equity ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.