WP
GSSC icon

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

WMS 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
2025
Q1 		– Sell
-21,114
Closed -$1.46M – 115
2024
Q4 		$1.46M Sell
21,114
-778
-4% -$55.6K 0.08% 98
2024
Q3 		$1.52M Sell
21,892
-1,234
-5% -$82.6K 0.09% 92
2024
Q2 		$1.47M Sell
23,126
-5,261
-19% -$333K 0.09% 82
2024
Q1 		$1.86M Sell
28,387
-5,606
-16% -$351K 0.13% 72
2023
Q4 		$2.15M Buy
33,993
+1,677
+5% +$95.2K 0.16% 59
2023
Q3 		$1.8M Sell
32,316
-377
-1% -$22K 0.14% 63
2023
Q2 		$1.89M Buy
32,693
+2,016
+7% +$111K 0.15% 63
2023
Q1 		$1.7M Sell
30,677
-415
-1% -$23.8K 0.15% 69
2022
Q4 		$1.7M Buy
31,092
+10,107
+48% +$559K 0.17% 67
2022
Q3 		$1.06M Buy
20,985
+13,785
+191% +$768K 0.14% 83
2022
Q2 		$378K Buy
+7,200
New +$408K 0.06% 165

Other funds holding GSSC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.05B AUM 25.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $967M AUM 25.11% 1-Year Est. Return