Evergreen Wealth Solutions’s Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF GPIQ Stock Holding History

Evergreen Wealth Solutions’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 Q2	$1.05M	Sell	18,188 -419	-2%	-$23.5K	0.05%	202
2026 Q1	$921K	Buy	18,607 +1,157	+7%	+$60K	0.07%	171
2025 Q4	$923K	Sell	17,450 -250	-1%	-$13.2K	0.13%	81
2025 Q3	$929K	Buy	17,700 +100	+0.6%	+$5.07K	0.52%	37
2025 Q2	$877K	Buy	+17,600	New	+$809K	0.53%	39

Other funds holding GPIQ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Evergreen Wealth Solutions's GPIQ Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) stake by 2.3% in Q2 2026, selling an estimated $23.5K and leaving 18,188 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #202.

Evergreen Wealth Solutions first reported a position in GPIQ in Q2 2025 and has held it in 5 quarters since. 296 funds tracked by Wall St. Rank hold GPIQ as of Q2 2026.

Evergreen Wealth Solutions held 18,188 shares of Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF worth $1.05M as of Q2 2026.
Evergreen Wealth Solutions sold 419 Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF shares in Q2 2026, an estimated $23.5K.
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF made up 0.05% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #202 holding.
Evergreen Wealth Solutions first reported a position in Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
296 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.