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

Berger Financial Group’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 Q1	$715K	Hold	14,450	–	–	0.04%	245
2025 Q4	$764K	Hold	14,450	–	–	0.04%	238
2025 Q3	$758K	Hold	14,450	–	–	0.05%	233
2025 Q2	$720K	Buy	+14,450	New	+$664K	0.05%	223

Other funds holding GPIQ

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Berger Financial Group's GPIQ Position: Q1 2026 in Review

Berger Financial Group held its Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) position steady in Q1 2026 at 14,450 shares worth $715K. The position accounts for 0.04% of the portfolio, ranked #245.

Berger Financial Group first reported a position in GPIQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $764K in Q4 2025. 241 funds tracked by Wall St. Rank hold GPIQ as of Q1 2026.

Berger Financial Group held 14,450 shares of Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF worth $715K as of Q1 2026.
Berger Financial Group left its Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF share count unchanged in Q1 2026.
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF made up 0.04% of Berger Financial Group's portfolio in Q1 2026, its #245 holding.
Berger Financial Group first reported a position in Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF in Q2 2025 and has held it in 4 quarters since.
Berger Financial Group's Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF position peaked at $764K in Q4 2025.
241 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.