Sax Wealth Advisors’s GS ActiveBeta US Small Cap Equity ETF GSSC Stock Holding History

Sax Wealth 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
2025 Q3	–	Sell	-3,590	Closed	-$246K	–	442
2025 Q2	$246K	Buy	+3,590	New	+$230K	0.01%	376

Other funds holding GSSC

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

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

FAT

First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Sax Wealth Advisors's GSSC Position: Q3 2025 in Review

Sax Wealth Advisors sold out of GS ActiveBeta US Small Cap Equity ETF (GSSC) in Q3 2025, closing a stake of 3,590 shares — an estimated $246K sold.

Sax Wealth Advisors first reported a position in GSSC in Q2 2025 and held it in 1 quarter. The position peaked at $246K in Q2 2025. 116 funds tracked by Wall St. Rank hold GSSC as of Q3 2025.

Sax Wealth Advisors reported no remaining GS ActiveBeta US Small Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
Sax Wealth Advisors sold 3,590 GS ActiveBeta US Small Cap Equity ETF shares in Q3 2025, an estimated $246K.
Sax Wealth Advisors first reported a position in GS ActiveBeta US Small Cap Equity ETF in Q2 2025 and held it in 1 quarter.
Sax Wealth Advisors's GS ActiveBeta US Small Cap Equity ETF position peaked at $246K in Q2 2025.
116 funds tracked by Wall St. Rank held GS ActiveBeta US Small Cap Equity ETF as of Q3 2025.

Based on Sax Wealth Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.