Berger Financial Group’s Goldman Sachs Access Ultra Short Bond ETF GSST Stock Holding History

Berger Financial Group’s Portfolio GSST Stock Details GSST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.35M	Sell	66,172 -2,160	-3%	-$109K	0.17%	110
2026 Q1	$3.45M	Sell	68,332 -48	-0.1%	-$2.43K	0.19%	102
2025 Q4	$3.45M	Buy	68,380 +23,375	+52%	+$1.18M	0.2%	107
2025 Q3	$2.28M	Buy	45,005 +16,353	+57%	+$826K	0.14%	126
2025 Q2	$1.45M	Buy	28,652 +3,962	+16%	+$200K	0.09%	161
2025 Q1	$1.25M	Buy	24,690 +6,051	+32%	+$305K	0.09%	164
2024 Q4	$936K	Buy	+18,639	New	+$939K	0.06%	178

Other funds holding GSST

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

Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

PFA

Providence Financial Advisors Overland Park, Kansas $176M AUM 23.64% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

AAA

Andrews Advisory Associates Honolulu, Hawaii $208M AUM

WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return

CCP

Cassia Capital Partners Winston Salem, North Carolina $206M AUM 18.25% 1-Year Est. Return

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

Berger Financial Group reduced its Goldman Sachs Access Ultra Short Bond ETF (GSST) stake by 3.2% in Q2 2026, selling an estimated $109K and leaving 66,172 shares worth $3.35M. The position accounts for 0.17% of the portfolio, ranked #110.

Berger Financial Group first reported a position in GSST in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.45M in Q1 2026. 99 funds tracked by Wall St. Rank hold GSST as of Q2 2026.

Berger Financial Group held 66,172 shares of Goldman Sachs Access Ultra Short Bond ETF worth $3.35M as of Q2 2026.
Berger Financial Group sold 2,160 Goldman Sachs Access Ultra Short Bond ETF shares in Q2 2026, an estimated $109K.
Goldman Sachs Access Ultra Short Bond ETF made up 0.17% of Berger Financial Group's portfolio in Q2 2026, its #110 holding.
Berger Financial Group first reported a position in Goldman Sachs Access Ultra Short Bond ETF in Q4 2024 and has held it in 7 quarters since.
Berger Financial Group's Goldman Sachs Access Ultra Short Bond ETF position peaked at $3.45M in Q1 2026.
99 funds tracked by Wall St. Rank held Goldman Sachs Access Ultra Short Bond ETF as of Q2 2026.

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