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Sowell Financial Services’s Goldman Sachs Small Cap Equity ETF GSC Stock Holding History

Sowell Financial Services’s Portfolio GSC Stock Details GSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$634K Buy
9,154
+1,124
+14% +$69.2K 0.02% 579
2026
Q1 		$439K Buy
8,030
+343
+4% +$19.6K 0.02% 681
2025
Q4 		$418K Buy
7,687
+212
+3% +$11.4K 0.02% 702
2025
Q3 		$398K Buy
7,475
+1,841
+33% +$96.2K 0.02% 711
2025
Q2 		$284K Buy
+5,634
New +$267K 0.01% 805

Other funds holding GSC

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sowell Financial Services's GSC Position: Q2 2026 in Review

Sowell Financial Services increased its Goldman Sachs Small Cap Equity ETF (GSC) stake by 14% in Q2 2026, buying an estimated $69.2K and bringing the position to 9,154 shares worth $634K. The position accounts for 0.02% of the portfolio, ranked #579.

Sowell Financial Services first reported a position in GSC in Q2 2025 and has held it in 5 quarters since. 51 funds tracked by Wall St. Rank hold GSC as of Q2 2026.

  • Sowell Financial Services held 9,154 shares of Goldman Sachs Small Cap Equity ETF worth $634K as of Q2 2026.
  • Sowell Financial Services bought 1,124 Goldman Sachs Small Cap Equity ETF shares in Q2 2026, an estimated $69.2K.
  • Goldman Sachs Small Cap Equity ETF made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #579 holding.
  • Sowell Financial Services first reported a position in Goldman Sachs Small Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 51 funds tracked by Wall St. Rank held Goldman Sachs Small Cap Equity ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.