Carson Wealth (CWM LLC)
GPIQ icon

Carson Wealth (CWM LLC)’s Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF GPIQ Stock Holding History

Carson Wealth (CWM LLC)’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 		$149K Buy
3,009
+434
+17% +$22.5K ﹤0.01% 2960
2025
Q4 		$136K Buy
+2,575
New +$136K ﹤0.01% 2845

Other funds holding GPIQ

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GPIQ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) stake by 17% in Q1 2026, buying an estimated $22.5K and bringing the position to 3,009 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #2960.

Carson Wealth (CWM LLC) first reported a position in GPIQ in Q4 2025 and has held it in 2 quarters since. 242 funds tracked by Wall St. Rank hold GPIQ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,009 shares of Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF worth $149K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 434 Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF shares in Q1 2026, an estimated $22.5K.
  • Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2960 holding.
  • Carson Wealth (CWM LLC) first reported a position in Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 242 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.