Beacon Financial Advisory
GPIQ icon

Beacon Financial Advisory’s Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF GPIQ Stock Holding History

Beacon Financial Advisory’s Portfolio GPIQ Stock Details GPIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.88M Buy
66,873
+30,294
+83% +$1.72M 0.73% 24
2026
Q2 		$2.17M Buy
36,579
+4,609
+14% +$259K 0.43% 49
2026
Q1 		$1.58M Buy
31,970
+2,019
+7% +$105K 0.36% 61
2025
Q4 		$1.58M Buy
29,951
+10,853
+57% +$573K 0.37% 62
2025
Q3 		$1M Buy
19,098
+6,224
+48% +$316K 0.23% 111
2025
Q2 		$641K Buy
12,874
+6,935
+117% +$319K 0.17% 159
2025
Q1 		$265K Buy
+5,939
New +$286K 0.08% 263

Other funds holding GPIQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
GGM Financials
GGM Financials Columbus, Ohio $311M AUM 7.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Bensler
Bensler Bellevue, Washington $1.06B AUM 29.38% 1-Year Est. Return
American National Bank & Trust
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Beacon Financial Advisory's GPIQ Position: Q3 2026 in Review

Beacon Financial Advisory increased its Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) stake by 83% in Q3 2026, buying an estimated $1.72M and bringing the position to 66,873 shares worth $3.88M. The position accounts for 0.73% of the portfolio, ranked #24.

Beacon Financial Advisory first reported a position in GPIQ in Q1 2025 and has held it in 7 quarters since. 183 funds tracked by Wall St. Rank hold GPIQ as of Q3 2026.

  • Beacon Financial Advisory held 66,873 shares of Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF worth $3.88M as of Q3 2026.
  • Beacon Financial Advisory bought 30,294 Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF shares in Q3 2026, an estimated $1.72M.
  • Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF made up 0.73% of Beacon Financial Advisory's portfolio in Q3 2026, its #24 holding.
  • Beacon Financial Advisory first reported a position in Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF in Q1 2025 and has held it in 7 quarters since.
  • 183 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.