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

Capital Advisors 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
2026 Q2	$1.24M	Buy	13,585 +1,808	+15%	+$152K	0.15%	88
2026 Q1	$878K	Sell	11,777 -95,070	-89%	-$7.4M	0.12%	98
2025 Q4	$8.08M	Buy	106,847 +9,866	+10%	+$741K	1.1%	21
2025 Q3	$7.26M	Buy	+96,981	New	+$6.99M	1.04%	23

Other funds holding GSSC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.17B AUM 36.33% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return

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

RPSA

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

PRRFG

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

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

Capital Advisors Wealth Management increased its GS ActiveBeta US Small Cap Equity ETF (GSSC) stake by 15% in Q2 2026, buying an estimated $152K and bringing the position to 13,585 shares worth $1.24M. The position accounts for 0.15% of the portfolio, ranked #88.

Capital Advisors Wealth Management first reported a position in GSSC in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.08M in Q4 2025. 147 funds tracked by Wall St. Rank hold GSSC as of Q2 2026.

Capital Advisors Wealth Management held 13,585 shares of GS ActiveBeta US Small Cap Equity ETF worth $1.24M as of Q2 2026.
Capital Advisors Wealth Management bought 1,808 GS ActiveBeta US Small Cap Equity ETF shares in Q2 2026, an estimated $152K.
GS ActiveBeta US Small Cap Equity ETF made up 0.15% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #88 holding.
Capital Advisors Wealth Management first reported a position in GS ActiveBeta US Small Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
Capital Advisors Wealth Management's GS ActiveBeta US Small Cap Equity ETF position peaked at $8.08M in Q4 2025.
147 funds tracked by Wall St. Rank held GS ActiveBeta US Small Cap Equity ETF as of Q2 2026.

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