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Summit Financial’s Goldman Sachs Hedge Industry VIP ETF GVIP Stock Holding History

Summit Financial’s Portfolio GVIP Stock Details GVIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.47M Buy
13,068
+484
+4% +$83K 0.03% 579
2026
Q1 		$1.83M Buy
12,584
+2,232
+22% +$346K 0.02% 601
2025
Q4 		$1.6M Buy
10,352
+70
+0.7% +$10.7K 0.02% 539
2025
Q3 		$1.58M Buy
+10,282
New +$1.47M 0.02% 529

Other funds holding GVIP

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Summit Financial's GVIP Position: Q2 2026 in Review

Summit Financial increased its Goldman Sachs Hedge Industry VIP ETF (GVIP) stake by 3.8% in Q2 2026, buying an estimated $83K and bringing the position to 13,068 shares worth $2.47M. The position accounts for 0.03% of the portfolio, ranked #579.

Summit Financial first reported a position in GVIP in Q3 2025 and has held it in 4 quarters since. 77 funds tracked by Wall St. Rank hold GVIP as of Q2 2026.

  • Summit Financial held 13,068 shares of Goldman Sachs Hedge Industry VIP ETF worth $2.47M as of Q2 2026.
  • Summit Financial bought 484 Goldman Sachs Hedge Industry VIP ETF shares in Q2 2026, an estimated $83K.
  • Goldman Sachs Hedge Industry VIP ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #579 holding.
  • Summit Financial first reported a position in Goldman Sachs Hedge Industry VIP ETF in Q3 2025 and has held it in 4 quarters since.
  • 77 funds tracked by Wall St. Rank held Goldman Sachs Hedge Industry VIP ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.