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

PlanVest 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
2026 Q2	$25.8K	Hold	283	–	–	0.02%	306
2026 Q1	$21.1K	Buy	+283	New	+$22K	0.02%	312

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

PlanVest Financial's GSSC Position: Q2 2026 in Review

PlanVest Financial held its GS ActiveBeta US Small Cap Equity ETF (GSSC) position steady in Q2 2026 at 283 shares worth $25.8K. The position accounts for 0.02% of the portfolio, ranked #306.

PlanVest Financial first reported a position in GSSC in Q1 2026 and has held it in 2 quarters since. 146 funds tracked by Wall St. Rank hold GSSC as of Q2 2026.

PlanVest Financial held 283 shares of GS ActiveBeta US Small Cap Equity ETF worth $25.8K as of Q2 2026.
PlanVest Financial left its GS ActiveBeta US Small Cap Equity ETF share count unchanged in Q2 2026.
GS ActiveBeta US Small Cap Equity ETF made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #306 holding.
PlanVest Financial first reported a position in GS ActiveBeta US Small Cap Equity ETF in Q1 2026 and has held it in 2 quarters since.
146 funds tracked by Wall St. Rank held GS ActiveBeta US Small Cap Equity ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.