Stone House Investment Management’s GS ActiveBeta US Small Cap Equity ETF GSSC Stock Holding History

Stone House Investment Management’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
2024 Q3	–	Sell	-437	Closed	-$27.7K	–	399
2024 Q2	$27.7K	Buy	437 +2	+0.5%	+$127	0.01%	164
2024 Q1	$28.5K	Sell	435 -174	-29%	-$10.9K	0.01%	167
2023 Q4	$38.4K	Hold	609	–	–	0.01%	94
2023 Q3	$34K	Buy	609 +1	+0.2%	+$58	0.01%	93
2023 Q2	$35.1K	Buy	608 +3	+0.5%	+$165	0.01%	91
2023 Q1	$33.6K	Buy	+605	New	+$34.7K	0.01%	103

Other funds holding GSSC

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ANBT

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

FAG

Financial Architects (Georgia) Woodstock, Georgia $190M AUM 10.79% 1-Year Est. Return

Stone House Investment Management's GSSC Position: Q3 2024 in Review

Stone House Investment Management sold out of GS ActiveBeta US Small Cap Equity ETF (GSSC) in Q3 2024, closing a stake of 437 shares — an estimated $27.7K sold.

Stone House Investment Management first reported a position in GSSC in Q1 2023 and held it in 6 quarters. The position peaked at $38.4K in Q4 2023. 103 funds tracked by Wall St. Rank hold GSSC as of Q3 2024.

Stone House Investment Management reported no remaining GS ActiveBeta US Small Cap Equity ETF position as of Q3 2024 after selling out during the quarter.
Stone House Investment Management sold 437 GS ActiveBeta US Small Cap Equity ETF shares in Q3 2024, an estimated $27.7K.
Stone House Investment Management first reported a position in GS ActiveBeta US Small Cap Equity ETF in Q1 2023 and held it in 6 quarters.
Stone House Investment Management's GS ActiveBeta US Small Cap Equity ETF position peaked at $38.4K in Q4 2023.
103 funds tracked by Wall St. Rank held GS ActiveBeta US Small Cap Equity ETF as of Q3 2024.

Based on Stone House Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.