Evergreen Wealth Solutions’s GS ActiveBeta US Small Cap Equity ETF GSSC Stock Holding History

Evergreen Wealth Solutions’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	$13.7M	Sell	148,300 -2,090	-1%	-$176K	0.72%	31
2026 Q1	$11.2M	Buy	150,390 +5,304	+4%	+$413K	0.79%	30
2025 Q4	$11M	Buy	+145,086	New	+$10.9M	1.53%	16

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

Evergreen Wealth Solutions's GSSC Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its GS ActiveBeta US Small Cap Equity ETF (GSSC) stake by 1.4% in Q2 2026, selling an estimated $176K and leaving 148,300 shares worth $13.7M. The position accounts for 0.72% of the portfolio, ranked #31.

Evergreen Wealth Solutions first reported a position in GSSC in Q4 2025 and has held it in 3 quarters since. 147 funds tracked by Wall St. Rank hold GSSC as of Q2 2026.

Evergreen Wealth Solutions held 148,300 shares of GS ActiveBeta US Small Cap Equity ETF worth $13.7M as of Q2 2026.
Evergreen Wealth Solutions sold 2,090 GS ActiveBeta US Small Cap Equity ETF shares in Q2 2026, an estimated $176K.
GS ActiveBeta US Small Cap Equity ETF made up 0.72% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #31 holding.
Evergreen Wealth Solutions first reported a position in GS ActiveBeta US Small Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
147 funds tracked by Wall St. Rank held GS ActiveBeta US Small Cap Equity ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.