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Berger Financial Group’s Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF GPIX Stock Holding History

Berger Financial Group’s Portfolio GPIX Stock Details GPIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.15M Hold
38,619
– – 0.11% 145
2026
Q1 		$1.93M Hold
38,619
– – 0.11% 147
2025
Q4 		$2.04M Buy
+38,619
New +$2.02M 0.12% 144

Other funds holding GPIX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return

Berger Financial Group's GPIX Position: Q2 2026 in Review

Berger Financial Group held its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) position steady in Q2 2026 at 38,619 shares worth $2.15M. The position accounts for 0.11% of the portfolio, ranked #145.

Berger Financial Group first reported a position in GPIX in Q4 2025 and has held it in 3 quarters since. 357 funds tracked by Wall St. Rank hold GPIX as of Q2 2026.

  • Berger Financial Group held 38,619 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $2.15M as of Q2 2026.
  • Berger Financial Group left its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF share count unchanged in Q2 2026.
  • Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 0.11% of Berger Financial Group's portfolio in Q2 2026, its #145 holding.
  • Berger Financial Group first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 357 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.