Great Valley Advisor Group’s Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF GPIQ Stock Holding History

Great Valley Advisor 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	$782K	Sell	13,197 -51	-0.4%	-$2.87K	0.01%	597
2026 Q1	$656K	Sell	13,248 -509	-4%	-$26.4K	0.01%	602
2025 Q4	$728K	Sell	13,757 -1,239	-8%	-$65.4K	0.01%	541
2025 Q3	$787K	Buy	14,996 +1,620	+12%	+$82.1K	0.02%	521
2025 Q2	$666K	Buy	13,376 +6,104	+84%	+$281K	0.01%	531
2025 Q1	$325K	Buy	7,272 +1,038	+17%	+$50K	0.01%	700
2024 Q4	$305K	Buy	6,234 +1,434	+30%	+$70K	0.01%	692
2024 Q3	$230K	Buy	+4,800	New	+$224K	0.01%	765

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

Great Valley Advisor Group's GPIQ Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) stake by 0.38% in Q2 2026, selling an estimated $2.87K and leaving 13,197 shares worth $782K. The position accounts for 0.01% of the portfolio, ranked #597.

Great Valley Advisor Group first reported a position in GPIQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $787K in Q3 2025. 296 funds tracked by Wall St. Rank hold GPIQ as of Q2 2026.

Great Valley Advisor Group held 13,197 shares of Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF worth $782K as of Q2 2026.
Great Valley Advisor Group sold 51 Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF shares in Q2 2026, an estimated $2.87K.
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #597 holding.
Great Valley Advisor 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.
Great Valley Advisor Group's Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF position peaked at $787K 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 Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.