Horizon Family Wealth’s GS ActiveBeta US Small Cap Equity ETF GSSC Stock Holding History

Horizon Family Wealth’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
2024 Q4	–	Sell	-18,768	Closed	-$1.3M	–	84
2024 Q3	$1.3M	Buy	18,768 +82	+0.4%	+$5.49K	0.93%	22
2024 Q2	$1.18M	Buy	18,686 +68	+0.4%	+$4.3K	0.9%	21
2024 Q1	$1.22M	Buy	18,618 +126	+0.7%	+$7.88K	0.94%	21
2023 Q4	$1.17M	Buy	+18,492	New	+$1.05M	0.98%	20

Other funds holding GSSC

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

PRRFG

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

Horizon Family Wealth's GSSC Position: Q4 2024 in Review

Horizon Family Wealth sold out of GS ActiveBeta US Small Cap Equity ETF (GSSC) in Q4 2024, closing a stake of 18,768 shares — an estimated $1.3M sold.

Horizon Family Wealth first reported a position in GSSC in Q4 2023 and held it in 4 quarters. The position peaked at $1.3M in Q3 2024. 108 funds tracked by Wall St. Rank hold GSSC as of Q4 2024.

Horizon Family Wealth reported no remaining GS ActiveBeta US Small Cap Equity ETF position as of Q4 2024 after selling out during the quarter.
Horizon Family Wealth sold 18,768 GS ActiveBeta US Small Cap Equity ETF shares in Q4 2024, an estimated $1.3M.
Horizon Family Wealth first reported a position in GS ActiveBeta US Small Cap Equity ETF in Q4 2023 and held it in 4 quarters.
Horizon Family Wealth's GS ActiveBeta US Small Cap Equity ETF position peaked at $1.3M in Q3 2024.
108 funds tracked by Wall St. Rank held GS ActiveBeta US Small Cap Equity ETF as of Q4 2024.

Based on Horizon Family Wealth's 13F filing for Q4 2024, filed 11 Feb 2025.