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

Glassman Wealth 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
2024
Q4 		– Sell
-265
Closed -$12.7K – 183
2024
Q3 		$12.7K Buy
265
+10
+4% +$467 ﹤0.01% 140
2024
Q2 		$12.2K Buy
255
+90
+55% +$4.16K ﹤0.01% 146
2024
Q1 		$7.68K Buy
+165
New +$7.48K ﹤0.01% 163

Other funds holding GPIQ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $217M AUM 12.99% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return

Glassman Wealth Services's GPIQ Position: Q4 2024 in Review

Glassman Wealth Services sold out of Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) in Q4 2024, closing a stake of 265 shares — an estimated $12.7K sold.

Glassman Wealth Services first reported a position in GPIQ in Q1 2024 and held it in 3 quarters. The position peaked at $12.7K in Q3 2024. 55 funds tracked by Wall St. Rank hold GPIQ as of Q4 2024.

  • Glassman Wealth Services reported no remaining Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF position as of Q4 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 265 Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF shares in Q4 2024, an estimated $12.7K.
  • Glassman Wealth Services first reported a position in Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF in Q1 2024 and held it in 3 quarters.
  • Glassman Wealth Services's Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF position peaked at $12.7K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF as of Q4 2024.

Based on Glassman Wealth Services's 13F filing for Q4 2024, filed 5 Feb 2025.