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Mark Sheptoff Financial Planning’s Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF GPIQ Stock Holding History

Mark Sheptoff Financial Planning’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 		$5.93K Hold
100
– – ﹤0.01% 432
2026
Q1 		$5.57K Hold
100
– – ﹤0.01% 427
2025
Q4 		$5.29K Buy
+100
New +$5.28K ﹤0.01% 428

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

Mark Sheptoff Financial Planning's GPIQ Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) position steady in Q2 2026 at 100 shares worth $5.93K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Mark Sheptoff Financial Planning first reported a position in GPIQ in Q4 2025 and has held it in 3 quarters since. 296 funds tracked by Wall St. Rank hold GPIQ as of Q2 2026.

  • Mark Sheptoff Financial Planning held 100 shares of Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF worth $5.93K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF share count unchanged in Q2 2026.
  • Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #432 holding.
  • Mark Sheptoff Financial Planning 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.
  • 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 Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.