Axxcess Wealth Management’s GS ActiveBeta US Small Cap Equity ETF GSSC Stock Holding History

Axxcess Wealth Management’s Portfolio GSSC Stock Details GSSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,361	Closed	-$232K	–	886
2024 Q4	$232K	Sell	3,361 -19,924	-86%	-$1.42M	0.01%	759
2024 Q3	$1.61M	Buy	+23,285	New	+$1.56M	0.04%	309

Other funds holding GSSC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.05B AUM 25.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PRRFG

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

Axxcess Wealth Management's GSSC Position: Q1 2025 in Review

Axxcess Wealth Management sold out of GS ActiveBeta US Small Cap Equity ETF (GSSC) in Q1 2025, closing a stake of 3,361 shares — an estimated $232K sold.

Axxcess Wealth Management first reported a position in GSSC in Q3 2024 and held it in 2 quarters. The position peaked at $1.61M in Q3 2024. 104 funds tracked by Wall St. Rank hold GSSC as of Q1 2025.

Axxcess Wealth Management reported no remaining GS ActiveBeta US Small Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
Axxcess Wealth Management sold 3,361 GS ActiveBeta US Small Cap Equity ETF shares in Q1 2025, an estimated $232K.
Axxcess Wealth Management first reported a position in GS ActiveBeta US Small Cap Equity ETF in Q3 2024 and held it in 2 quarters.
Axxcess Wealth Management's GS ActiveBeta US Small Cap Equity ETF position peaked at $1.61M in Q3 2024.
104 funds tracked by Wall St. Rank held GS ActiveBeta US Small Cap Equity ETF as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.