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

Private Wealth Partners’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
2025 Q1	–	Sell	-3,050	Closed	-$211K	–	169
2024 Q4	$211K	Hold	3,050	–	–	0.02%	167
2024 Q3	$212K	Buy	+3,050	New	+$204K	0.02%	163
2023 Q4	–	Sell	-4,000	Closed	-$223K	–	172
2023 Q3	$223K	Hold	4,000	–	–	0.02%	146
2023 Q2	$231K	Buy	+4,000	New	+$220K	0.02%	147

Other funds holding GSSC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 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 $1.09B AUM 26.59% 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 $506M AUM 14.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PRRFG

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

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

Private Wealth Partners's GSSC Position: Q1 2025 in Review

Private Wealth Partners sold out of GS ActiveBeta US Small Cap Equity ETF (GSSC) in Q1 2025, closing a stake of 3,050 shares — an estimated $211K sold.

Private Wealth Partners first reported a position in GSSC in Q2 2023 and held it in 4 quarters. The position peaked at $231K in Q2 2023. 104 funds tracked by Wall St. Rank hold GSSC as of Q1 2025.

Private Wealth Partners reported no remaining GS ActiveBeta US Small Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
Private Wealth Partners sold 3,050 GS ActiveBeta US Small Cap Equity ETF shares in Q1 2025, an estimated $211K.
Private Wealth Partners first reported a position in GS ActiveBeta US Small Cap Equity ETF in Q2 2023 and held it in 4 quarters.
Private Wealth Partners's GS ActiveBeta US Small Cap Equity ETF position peaked at $231K in Q2 2023.
104 funds tracked by Wall St. Rank held GS ActiveBeta US Small Cap Equity ETF as of Q1 2025.

Based on Private Wealth Partners's 13F filing for Q1 2025, filed 22 Apr 2025.