Morris Financial Concepts’s GS ActiveBeta US Small Cap Equity ETF GSSC Stock Holding History

Morris Financial Concepts’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	$313K	Sell	3,429 -235	-6%	-$19.8K	0.1%	105
2026 Q1	$273K	Hold	3,664	–	–	0.09%	110
2025 Q4	$277K	Buy	3,664 +104	+3%	+$7.81K	0.1%	112
2025 Q3	$267K	Buy	3,560 +15	+0.4%	+$1.08K	0.1%	113
2025 Q2	$243K	Sell	3,545 -1,118	-24%	-$71.5K	0.1%	116
2025 Q1	$296K	Buy	4,663 +10	+0.2%	+$681	0.12%	98
2024 Q4	$322K	Buy	4,653 +760	+20%	+$54.3K	0.14%	88
2024 Q3	$270K	Buy	3,893 +774	+25%	+$51.8K	0.12%	96
2024 Q2	$198K	Buy	3,119 +774	+33%	+$49K	0.09%	102
2024 Q1	$154K	Buy	2,345 +376	+19%	+$23.5K	0.08%	103
2023 Q4	$124K	Buy	1,969 +1,011	+106%	+$57.4K	0.07%	103
2023 Q3	$53.5K	Hold	958	–	–	0.04%	104
2023 Q2	$55.3K	Buy	958 +640	+201%	+$35.3K	0.04%	105
2023 Q1	$17.7K	Buy	318 +95	+43%	+$5.45K	0.01%	119
2022 Q4	$12.2K	Sell	223 -977	-81%	-$54K	0.01%	115
2022 Q3	$61K	Buy	+1,200	New	+$66.9K	0.06%	77

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

Morris Financial Concepts's GSSC Position: Q2 2026 in Review

Morris Financial Concepts reduced its GS ActiveBeta US Small Cap Equity ETF (GSSC) stake by 6.4% in Q2 2026, selling an estimated $19.8K and leaving 3,429 shares worth $313K. The position accounts for 0.1% of the portfolio, ranked #105.

Morris Financial Concepts first reported a position in GSSC in Q3 2022 and has held it in 16 quarters since. The position peaked at $322K in Q4 2024. 148 funds tracked by Wall St. Rank hold GSSC as of Q2 2026.

Morris Financial Concepts held 3,429 shares of GS ActiveBeta US Small Cap Equity ETF worth $313K as of Q2 2026.
Morris Financial Concepts sold 235 GS ActiveBeta US Small Cap Equity ETF shares in Q2 2026, an estimated $19.8K.
GS ActiveBeta US Small Cap Equity ETF made up 0.1% of Morris Financial Concepts's portfolio in Q2 2026, its #105 holding.
Morris Financial Concepts first reported a position in GS ActiveBeta US Small Cap Equity ETF in Q3 2022 and has held it in 16 quarters since.
Morris Financial Concepts's GS ActiveBeta US Small Cap Equity ETF position peaked at $322K in Q4 2024.
148 funds tracked by Wall St. Rank held GS ActiveBeta US Small Cap Equity ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.