Root Financial Partners’s Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF GPIQ Stock Holding History

Root Financial Partners’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 Q3	$1.51K	Buy	+26	New	+$1.48K	﹤0.01%	2768
2026 Q2	–	Sell	-267	Closed	-$13.2K	–	1544
2026 Q1	$13.2K	Buy	+267	New	+$13.8K	﹤0.01%	1552

Other funds holding GPIQ

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Markowski Investments Tampa, Florida $448M AUM

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Root Financial Partners's GPIQ Position: Q3 2026 in Review

Root Financial Partners opened a new position in Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) in Q3 2026: 26 shares worth $1.51K. The stake represents ﹤0.01% of the portfolio and ranks #2768 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GPIQ as recently as Q1 2026.

Root Financial Partners first reported a position in GPIQ in Q1 2026 and has held it in 2 quarters since. The position peaked at $13.2K in Q1 2026. 129 funds tracked by Wall St. Rank hold GPIQ as of Q3 2026.

Root Financial Partners held 26 shares of Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF worth $1.51K as of Q3 2026.
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF was a new Root Financial Partners position in Q3 2026.
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2768 holding.
Root Financial Partners 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.
Root Financial Partners's Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF position peaked at $13.2K in Q1 2026.
129 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.