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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evergreen Wealth Solutions's GPIQ Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) stake by 6.6% in Q1 2026, buying an estimated $60K and bringing the position to 18,607 shares worth $921K. The position accounts for 0.07% of the portfolio, ranked #171.

Evergreen Wealth Solutions first reported a position in GPIQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $929K in Q3 2025. 241 funds tracked by Wall St. Rank hold GPIQ as of Q1 2026.

  • Evergreen Wealth Solutions held 18,607 shares of Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF worth $921K as of Q1 2026.
  • Evergreen Wealth Solutions bought 1,157 Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF shares in Q1 2026, an estimated $60K.
  • Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF made up 0.07% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #171 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 4 quarters since.
  • Evergreen Wealth Solutions's Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF position peaked at $929K in Q3 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 Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.