Mount Yale Investment Advisors’s GS ActiveBeta US Small Cap Equity ETF GSSC Stock Holding History

Mount Yale Investment 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
2026 Q1	$5.96M	Buy	79,904 +13,974	+21%	+$1.09M	0.14%	164
2025 Q4	$4.99M	Buy	65,930 +50,088	+316%	+$3.76M	0.24%	88
2025 Q3	$1.19M	Buy	+15,842	New	+$1.14M	0.08%	247

Other funds holding GSSC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $2.48B AUM 18.56% 1-Year Est. Return

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

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PRRFG

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

Mount Yale Investment Advisors's GSSC Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its GS ActiveBeta US Small Cap Equity ETF (GSSC) stake by 21% in Q1 2026, buying an estimated $1.09M and bringing the position to 79,904 shares worth $5.96M. The position accounts for 0.14% of the portfolio, ranked #164.

Mount Yale Investment Advisors first reported a position in GSSC in Q3 2025 and has held it in 3 quarters since. 137 funds tracked by Wall St. Rank hold GSSC as of Q1 2026.

Mount Yale Investment Advisors held 79,904 shares of GS ActiveBeta US Small Cap Equity ETF worth $5.96M as of Q1 2026.
Mount Yale Investment Advisors bought 13,974 GS ActiveBeta US Small Cap Equity ETF shares in Q1 2026, an estimated $1.09M.
GS ActiveBeta US Small Cap Equity ETF made up 0.14% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #164 holding.
Mount Yale Investment Advisors first reported a position in GS ActiveBeta US Small Cap Equity ETF in Q3 2025 and has held it in 3 quarters since.
137 funds tracked by Wall St. Rank held GS ActiveBeta US Small Cap Equity ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.