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Concurrent Investment Advisors’s Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF GPIQ Stock Holding History

Concurrent Investment Advisors’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 		$518K Buy
8,726
+2,765
+46% +$155K ﹤0.01% 1383
2026
Q1 		$295K Buy
5,961
+1,018
+21% +$52.8K ﹤0.01% 1519
2025
Q4 		$261K Buy
+4,943
New +$261K ﹤0.01% 1486

Other funds holding GPIQ

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
ANBT
American National Bank & Trust Wichita Falls, Texas $1.17B AUM 36.33% 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 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Concurrent Investment Advisors's GPIQ Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) stake by 46% in Q2 2026, buying an estimated $155K and bringing the position to 8,726 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Concurrent Investment Advisors first reported a position in GPIQ in Q4 2025 and has held it in 3 quarters since. 140 funds tracked by Wall St. Rank hold GPIQ as of Q2 2026.

  • Concurrent Investment Advisors held 8,726 shares of Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF worth $518K as of Q2 2026.
  • Concurrent Investment Advisors bought 2,765 Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF shares in Q2 2026, an estimated $155K.
  • Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1383 holding.
  • Concurrent Investment Advisors first reported a position in Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 140 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.