Pinnacle Private Wealth’s GS ActiveBeta US Small Cap Equity ETF GSSC Stock Holding History

Pinnacle Private 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
2022 Q2	$283K	Sell	5,394 -3,042	-36%	-$172K	0.11%	204
2022 Q1	$522K	Sell	8,436 -1,158	-12%	-$71.8K	0.16%	143
2021 Q4	$638K	Buy	+9,594	New	+$637K	0.2%	124

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

ANBT

American National Bank & Trust Wichita Falls, Texas $1.17B AUM 36.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

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

RPSA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Private Wealth's GSSC Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its GS ActiveBeta US Small Cap Equity ETF (GSSC) stake by 36% in Q2 2022, selling an estimated $172K and leaving 5,394 shares worth $283K. The position accounts for 0.11% of the portfolio, ranked #204.

Pinnacle Private Wealth first reported a position in GSSC in Q4 2021 and has held it in 3 quarters since. The position peaked at $638K in Q4 2021. 73 funds tracked by Wall St. Rank hold GSSC as of Q2 2022.

Pinnacle Private Wealth held 5,394 shares of GS ActiveBeta US Small Cap Equity ETF worth $283K as of Q2 2022.
Pinnacle Private Wealth sold 3,042 GS ActiveBeta US Small Cap Equity ETF shares in Q2 2022, an estimated $172K.
GS ActiveBeta US Small Cap Equity ETF made up 0.11% of Pinnacle Private Wealth's portfolio in Q2 2022, its #204 holding.
Pinnacle Private Wealth first reported a position in GS ActiveBeta US Small Cap Equity ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's GS ActiveBeta US Small Cap Equity ETF position peaked at $638K in Q4 2021.
73 funds tracked by Wall St. Rank held GS ActiveBeta US Small Cap Equity ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.