CWM
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Congress Wealth Management’s Goldman Sachs Access Ultra Short Bond ETF GSST Stock Holding History

Congress Wealth Management’s Portfolio GSST Stock Details GSST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$236K Hold
4,673
– – ﹤0.01% 1115
2025
Q1 		$236K Hold
4,673
– – ﹤0.01% 998
2024
Q4 		$235K Buy
4,673
+83
+2% +$4.18K ﹤0.01% 820
2024
Q3 		$232K Sell
4,590
-2,081
-31% -$105K ﹤0.01% 795
2024
Q2 		$336K Buy
+6,671
New +$335K 0.01% 590
2023
Q4 		– Sell
-8,241
Closed -$412K – 636
2023
Q3 		$412K Buy
8,241
+9
+0.1% +$449 0.01% 481
2023
Q2 		$411K Sell
8,232
-1,222
-13% -$60.9K 0.01% 443
2023
Q1 		$472K Buy
9,454
+1,236
+15% +$61.6K 0.01% 424
2022
Q4 		$407K Buy
+8,218
New +$407K 0.01% 433
2022
Q1 		– Sell
-5,767
Closed -$291K – 614
2021
Q4 		$291K Buy
+5,767
New +$292K 0.01% 542

Other funds holding GSST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
AC
Avestar Capital New York $1.46B AUM 31.38% 1-Year Est. Return