LWAC
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Laurel Wealth Advisors (California)’s GS ActiveBeta US Small Cap Equity ETF GSSC Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q1 		– Sell
-24,764
Closed -$1.65M – 768
2021
Q4 		$1.65M Buy
24,764
+10,650
+75% +$707K 0.13% 160
2021
Q3 		$889K Buy
14,114
+7,340
+108% +$467K 0.16% 150
2021
Q2 		$440K Buy
6,774
+2,327
+52% +$149K 0.06% 305
2021
Q1 		$277K Buy
+4,447
New +$271K 0.04% 372

Other funds holding GSSC

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return