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

Synergy 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	$355K	Sell	5,989 -7,192	-55%	-$404K	0.26%	75
2026 Q1	$652K	Sell	13,181 -31	-0.2%	-$1.61K	0.49%	41
2025 Q4	$699K	Sell	13,212 -3,336	-20%	-$176K	0.49%	38
2025 Q3	$868K	Buy	16,548 +1,201	+8%	+$60.9K	0.59%	36
2025 Q2	$764K	Sell	15,347 -2,043	-12%	-$93.9K	0.56%	37
2025 Q1	$776K	Buy	17,390 +10,679	+159%	+$514K	0.7%	34
2024 Q4	$329K	Hold	6,711	–	–	0.27%	69
2024 Q3	$322K	Buy	+6,711	New	+$314K	0.31%	59

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

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

Synergy Financial Group reduced its Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) stake by 55% in Q2 2026, selling an estimated $404K and leaving 5,989 shares worth $355K. The position accounts for 0.26% of the portfolio, ranked #75.

Synergy Financial Group first reported a position in GPIQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $868K in Q3 2025. 296 funds tracked by Wall St. Rank hold GPIQ as of Q2 2026.

Synergy Financial Group held 5,989 shares of Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF worth $355K as of Q2 2026.
Synergy Financial Group sold 7,192 Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF shares in Q2 2026, an estimated $404K.
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF made up 0.26% of Synergy Financial Group's portfolio in Q2 2026, its #75 holding.
Synergy Financial Group first reported a position in Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF in Q3 2024 and has held it in 8 quarters since.
Synergy Financial Group's Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF position peaked at $868K in Q3 2025.
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 Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.