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Annex Advisory Services’s Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF GPIQ Stock Holding History

Annex Advisory Services’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 		– Sell
-4,697
Closed -$232K – 375
2026
Q1 		$232K Hold
4,697
– – ﹤0.01% 339
2025
Q4 		$248K Hold
4,697
– – ﹤0.01% 315
2025
Q3 		$246K Buy
+4,697
New +$238K 0.01% 276

Other funds holding GPIQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Annex Advisory Services's GPIQ Position: Q2 2026 in Review

Annex Advisory Services sold out of Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) in Q2 2026, closing a stake of 4,697 shares — an estimated $232K sold.

Annex Advisory Services first reported a position in GPIQ in Q3 2025 and held it in 3 quarters. The position peaked at $248K in Q4 2025. 41 funds tracked by Wall St. Rank hold GPIQ as of Q2 2026.

  • Annex Advisory Services reported no remaining Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • Annex Advisory Services sold 4,697 Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF shares in Q2 2026, an estimated $232K.
  • Annex Advisory Services first reported a position in Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF in Q3 2025 and held it in 3 quarters.
  • Annex Advisory Services's Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF position peaked at $248K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.