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Capital Advisors Wealth Management’s Goldman Sachs Small Cap Equity ETF GSC Stock Holding History

Capital Advisors 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 		$244K Buy
+3,528
New +$217K 0.03% 207

Other funds holding GSC

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Advisors Wealth Management's GSC Position: Q2 2026 in Review

Capital Advisors Wealth Management opened a new position in Goldman Sachs Small Cap Equity ETF (GSC) in Q2 2026: 3,528 shares worth $244K. The stake represents 0.03% of the portfolio and ranks #207 among its holdings.

51 funds tracked by Wall St. Rank hold GSC as of Q2 2026.

  • Capital Advisors Wealth Management held 3,528 shares of Goldman Sachs Small Cap Equity ETF worth $244K as of Q2 2026.
  • Goldman Sachs Small Cap Equity ETF was a new Capital Advisors Wealth Management position in Q2 2026.
  • Goldman Sachs Small Cap Equity ETF made up 0.03% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #207 holding.
  • 51 funds tracked by Wall St. Rank held Goldman Sachs Small Cap Equity ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.