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

Waverly 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	$3.74M	Buy	63,053 +8,141	+15%	+$457K	0.02%	525
2026 Q1	$2.72M	Buy	54,912 +43,479	+380%	+$2.25M	0.02%	580
2025 Q4	$604K	Buy	11,433 +4,022	+54%	+$212K	﹤0.01%	933
2025 Q3	$389K	Buy	+7,411	New	+$376K	﹤0.01%	945

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

Waverly Advisors's GPIQ Position: Q2 2026 in Review

Waverly Advisors increased its Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) stake by 15% in Q2 2026, buying an estimated $457K and bringing the position to 63,053 shares worth $3.74M. The position accounts for 0.02% of the portfolio, ranked #525.

Waverly Advisors first reported a position in GPIQ in Q3 2025 and has held it in 4 quarters since. 296 funds tracked by Wall St. Rank hold GPIQ as of Q2 2026.

Waverly Advisors held 63,053 shares of Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF worth $3.74M as of Q2 2026.
Waverly Advisors bought 8,141 Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF shares in Q2 2026, an estimated $457K.
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #525 holding.
Waverly Advisors first reported a position in Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF in Q3 2025 and has held it in 4 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 Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.