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

Southern 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
Q2 		$465K Buy
7,836
+1,196
+18% +$67.2K 0.12% 42
2026
Q1 		$329K Buy
+6,640
New +$344K 0.09% 57

Other funds holding GPIQ

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.17B AUM 36.33% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Southern Financial Group's GPIQ Position: Q2 2026 in Review

Southern Financial Group increased its Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) stake by 18% in Q2 2026, buying an estimated $67.2K and bringing the position to 7,836 shares worth $465K. The position accounts for 0.12% of the portfolio, ranked #42.

Southern Financial Group first reported a position in GPIQ in Q1 2026 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold GPIQ as of Q2 2026.

  • Southern Financial Group held 7,836 shares of Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF worth $465K as of Q2 2026.
  • Southern Financial Group bought 1,196 Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF shares in Q2 2026, an estimated $67.2K.
  • Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF made up 0.12% of Southern Financial Group's portfolio in Q2 2026, its #42 holding.
  • Southern Financial Group first reported a position in Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 159 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.