Carson Wealth (CWM LLC)
GSSC icon

Carson Wealth (CWM LLC)’s GS ActiveBeta US Small Cap Equity ETF GSSC Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$677K Buy
9,086
+842
+10% +$65.5K ﹤0.01% 1803
2025
Q4 		$624K Buy
8,244
+767
+10% +$57.6K ﹤0.01% 1783
2025
Q3 		$560K Buy
7,477
+7,427
+14,854% +$536K ﹤0.01% 1723
2025
Q2 		$3K Buy
+50
New +$3.2K ﹤0.01% 4769
2024
Q3 		– Sell
-96
Closed -$6K – 4949
2024
Q2 		$6K Sell
96
-493
-84% -$31.2K ﹤0.01% 3775
2024
Q1 		$39K Hold
589
– – ﹤0.01% 2458
2023
Q4 		$37K Hold
589
– – ﹤0.01% 2358
2023
Q3 		$33K Hold
589
– – ﹤0.01% 2340
2023
Q2 		$34K Sell
589
-664
-53% -$36.6K ﹤0.01% 2272
2023
Q1 		$70K Buy
1,253
+500
+66% +$28.7K ﹤0.01% 1679
2022
Q4 		$41K Sell
753
-277
-27% -$15.3K ﹤0.01% 1861
2022
Q3 		$52K Buy
1,030
+102
+11% +$5.68K ﹤0.01% 1637
2022
Q2 		$49K Hold
928
– – ﹤0.01% 1639
2022
Q1 		$57K Hold
928
– – ﹤0.01% 1548
2021
Q4 		$62K Buy
+928
New +$61.6K ﹤0.01% 1485
2021
Q2 		$60K Hold
928
– – ﹤0.01% 1320
2021
Q1 		$60K Hold
928
– – ﹤0.01% 1320
2020
Q4 		$60K Hold
928
– – ﹤0.01% 1320
2020
Q3 		$60K Hold
928
– – ﹤0.01% 1320
2020
Q2 		$60K Hold
928
– – ﹤0.01% 1320
2020
Q1 		$60K Hold
928
– – ﹤0.01% 1320
2019
Q4 		$60K Hold
928
– – ﹤0.01% 1320
2019
Q3 		$60K Hold
928
– – ﹤0.01% 1320
2019
Q2 		$60K Hold
928
– – ﹤0.01% 1320
2019
Q1 		$60K Sell
928
-78
-8% -$3.37K ﹤0.01% 1320
2018
Q4 		$39K Buy
+1,006
New +$43.3K ﹤0.01% 935

Other funds holding GSSC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GSSC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its GS ActiveBeta US Small Cap Equity ETF (GSSC) stake by 10% in Q1 2026, buying an estimated $65.5K and bringing the position to 9,086 shares worth $677K. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

Carson Wealth (CWM LLC) first reported a position in GSSC in Q4 2018 and has held it in 26 quarters since. 137 funds tracked by Wall St. Rank hold GSSC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,086 shares of GS ActiveBeta US Small Cap Equity ETF worth $677K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 842 GS ActiveBeta US Small Cap Equity ETF shares in Q1 2026, an estimated $65.5K.
  • GS ActiveBeta US Small Cap Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1803 holding.
  • Carson Wealth (CWM LLC) first reported a position in GS ActiveBeta US Small Cap Equity ETF in Q4 2018 and has held it in 26 quarters since.
  • 137 funds tracked by Wall St. Rank held GS ActiveBeta US Small Cap Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.