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Milestone Asset Management’s Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF GPIQ Stock Holding History

Milestone Asset Management’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 		$602K Buy
10,145
+3,888
+62% +$218K 0.09% 175
2026
Q1 		$310K Buy
+6,257
New +$324K 0.06% 200

Other funds holding GPIQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Milestone Asset Management's GPIQ Position: Q2 2026 in Review

Milestone Asset Management increased its Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) stake by 62% in Q2 2026, buying an estimated $218K and bringing the position to 10,145 shares worth $602K. The position accounts for 0.09% of the portfolio, ranked #175.

Milestone Asset Management first reported a position in GPIQ in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold GPIQ as of Q2 2026.

  • Milestone Asset Management held 10,145 shares of Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF worth $602K as of Q2 2026.
  • Milestone Asset Management bought 3,888 Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF shares in Q2 2026, an estimated $218K.
  • Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF made up 0.09% of Milestone Asset Management's portfolio in Q2 2026, its #175 holding.
  • Milestone Asset Management first reported a position in Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.