Stonehaven Wealth & Tax Solutions’s GS ActiveBeta US Small Cap Equity ETF GSSC Stock Holding History

Stonehaven Wealth & Tax Solutions’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	-5,617	Closed	-$388K	–	79
2024 Q4	$388K	Buy	+5,617	New	+$402K	0.42%	52

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

Stonehaven Wealth & Tax Solutions's GSSC Position: Q1 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of GS ActiveBeta US Small Cap Equity ETF (GSSC) in Q1 2025, closing a stake of 5,617 shares — an estimated $388K sold.

Stonehaven Wealth & Tax Solutions first reported a position in GSSC in Q4 2024 and held it in 1 quarter. The position peaked at $388K in Q4 2024. 104 funds tracked by Wall St. Rank hold GSSC as of Q1 2025.

Stonehaven Wealth & Tax Solutions reported no remaining GS ActiveBeta US Small Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
Stonehaven Wealth & Tax Solutions sold 5,617 GS ActiveBeta US Small Cap Equity ETF shares in Q1 2025, an estimated $388K.
Stonehaven Wealth & Tax Solutions first reported a position in GS ActiveBeta US Small Cap Equity ETF in Q4 2024 and held it in 1 quarter.
Stonehaven Wealth & Tax Solutions's GS ActiveBeta US Small Cap Equity ETF position peaked at $388K in Q4 2024.
104 funds tracked by Wall St. Rank held GS ActiveBeta US Small Cap Equity ETF as of Q1 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2025, filed 15 May 2025.