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

Heritage Wealth 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 		– Sell
-63
Closed -$3.12K – 707
2026
Q1 		$3.12K Buy
+63
New +$3.27K ﹤0.01% 593

Other funds holding GPIQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Heritage Wealth Advisors's GPIQ Position: Q2 2026 in Review

Heritage Wealth Advisors sold out of Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) in Q2 2026, closing a stake of 63 shares — an estimated $3.12K sold.

Heritage Wealth Advisors first reported a position in GPIQ in Q1 2026 and held it in 1 quarter. The position peaked at $3.12K in Q1 2026. 296 funds tracked by Wall St. Rank hold GPIQ as of Q2 2026.

  • Heritage Wealth Advisors 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.
  • Heritage Wealth Advisors sold 63 Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF shares in Q2 2026, an estimated $3.12K.
  • Heritage Wealth Advisors first reported a position in Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF in Q1 2026 and held it in 1 quarter.
  • Heritage Wealth Advisors's Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF position peaked at $3.12K in Q1 2026.
  • 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 Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.