GC Wealth Management RIA’s Rockefeller U.S. Small-Mid Cap ETF RSMC Stock Holding History

GC Wealth Management RIA’s Portfolio RSMC Stock Details RSMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-154,865	Closed	-$3.85M	–	549
2026 Q1	$3.85M	Hold	154,865	–	–	0.16%	95
2025 Q4	$3.91M	Buy	154,865 +10,478	+7%	+$269K	0.14%	101
2025 Q3	$3.8M	Buy	+144,387	New	+$3.77M	0.13%	132

Other funds holding RSMC

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

MHIC

Marble Harbor Investment Counsel Boston, Massachusetts $984M AUM 19.46% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

GC Wealth Management RIA's RSMC Position: Q2 2026 in Review

GC Wealth Management RIA sold out of Rockefeller U.S. Small-Mid Cap ETF (RSMC) in Q2 2026, closing a stake of 154,865 shares — an estimated $3.85M sold.

GC Wealth Management RIA first reported a position in RSMC in Q3 2025 and held it in 3 quarters. The position peaked at $3.91M in Q4 2025. 5 funds tracked by Wall St. Rank hold RSMC as of Q2 2026.

GC Wealth Management RIA reported no remaining Rockefeller U.S. Small-Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
GC Wealth Management RIA sold 154,865 Rockefeller U.S. Small-Mid Cap ETF shares in Q2 2026, an estimated $3.85M.
GC Wealth Management RIA first reported a position in Rockefeller U.S. Small-Mid Cap ETF in Q3 2025 and held it in 3 quarters.
GC Wealth Management RIA's Rockefeller U.S. Small-Mid Cap ETF position peaked at $3.91M in Q4 2025.
5 funds tracked by Wall St. Rank held Rockefeller U.S. Small-Mid Cap ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.