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

WealthPLAN 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
2023 Q3	–	Sell	-52	Closed	-$3K	–	637
2023 Q2	$3K	Hold	52	–	–	﹤0.01%	1005
2023 Q1	$2.89K	Buy	+52	New	+$2.98K	﹤0.01%	1085

Other funds holding GSSC

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.17B AUM 36.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

FFA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

HCA

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

WealthPLAN Partners's GSSC Position: Q3 2023 in Review

WealthPLAN Partners sold out of GS ActiveBeta US Small Cap Equity ETF (GSSC) in Q3 2023, closing a stake of 52 shares — an estimated $3K sold.

WealthPLAN Partners first reported a position in GSSC in Q1 2023 and held it in 2 quarters. The position peaked at $3K in Q2 2023. 84 funds tracked by Wall St. Rank hold GSSC as of Q3 2023.

WealthPLAN Partners reported no remaining GS ActiveBeta US Small Cap Equity ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 52 GS ActiveBeta US Small Cap Equity ETF shares in Q3 2023, an estimated $3K.
WealthPLAN Partners first reported a position in GS ActiveBeta US Small Cap Equity ETF in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's GS ActiveBeta US Small Cap Equity ETF position peaked at $3K in Q2 2023.
84 funds tracked by Wall St. Rank held GS ActiveBeta US Small Cap Equity ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.