Plan Group Financial’s GS ActiveBeta US Small Cap Equity ETF GSSC Stock Holding History

Plan Group Financial’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	$1.06M	Buy	+20,254	New	+$1.15M	1.83%	19

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

ANBT

American National Bank & Trust Wichita Falls, Texas $1.05B AUM 25.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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 $1.56B AUM 14.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Plan Group Financial's GSSC Position: Q2 2022 in Review

Plan Group Financial opened a new position in GS ActiveBeta US Small Cap Equity ETF (GSSC) in Q2 2022: 20,254 shares worth $1.06M. The stake represents 1.83% of the portfolio and ranks #19 among its holdings.

73 funds tracked by Wall St. Rank hold GSSC as of Q2 2022.

Plan Group Financial held 20,254 shares of GS ActiveBeta US Small Cap Equity ETF worth $1.06M as of Q2 2022.
GS ActiveBeta US Small Cap Equity ETF was a new Plan Group Financial position in Q2 2022.
GS ActiveBeta US Small Cap Equity ETF made up 1.83% of Plan Group Financial's portfolio in Q2 2022, its #19 holding.
73 funds tracked by Wall St. Rank held GS ActiveBeta US Small Cap Equity ETF as of Q2 2022.

Based on Plan Group Financial's 13F filing for Q2 2022, filed 12 Aug 2022.