WA
GPIQ icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Waverly Advisors's GPIQ Position: Q1 2026 in Review

Waverly Advisors increased its Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) stake by 380% in Q1 2026, buying an estimated $2.25M and bringing the position to 54,912 shares worth $2.72M. The position accounts for 0.02% of the portfolio, ranked #580.

Waverly Advisors first reported a position in GPIQ in Q3 2025 and has held it in 3 quarters since. 241 funds tracked by Wall St. Rank hold GPIQ as of Q1 2026.

  • Waverly Advisors held 54,912 shares of Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF worth $2.72M as of Q1 2026.
  • Waverly Advisors bought 43,479 Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF shares in Q1 2026, an estimated $2.25M.
  • Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #580 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 3 quarters since.
  • 241 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.