HA
GSSC icon

Herold Advisors’s GS ActiveBeta US Small Cap Equity ETF GSSC Stock Holding History

Herold Advisors’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
2023
Q4 		– Sell
-24,221
Closed -$1.35M – 258
2023
Q3 		$1.35M Buy
24,221
+767
+3% +$44.8K 0.41% 68
2023
Q2 		$1.35M Buy
23,454
+34
+0.1% +$1.87K 0.41% 71
2023
Q1 		$1.3M Buy
+23,420
New +$1.34M 0.45% 71
2022
Q2 		– Sell
-3,320
Closed -$206K – 378
2022
Q1 		$206K Hold
3,320
– – 0.07% 194
2021
Q4 		$220K Hold
3,320
– – 0.09% 186
2021
Q3 		$209K Buy
+3,320
New +$211K 0.08% 193

Other funds holding GSSC

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.05B AUM 25.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return