Question 1

How many shares of GPIQ does EP Wealth Advisors, LLC own?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC holds 347,123 shares of GPIQ (GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF).

Question 2

What is EP Wealth Advisors, LLC's GPIQ position worth?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC's GPIQ position is worth $20.6M.

Question 3

Is EP Wealth Advisors, LLC buying or selling GPIQ?

Accepted Answer

In 2026-Q2, EP Wealth Advisors, LLC increased their GPIQ position (+89.2% change in shares).

Question 4

When did EP Wealth Advisors, LLC first buy GPIQ?

Accepted Answer

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in GPIQ in 2024-Q3. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	347,123	+89.2%	$20.6M	0.1%	$58.28	45
2026-Q1	Increased	183,474	+1.1%	$9.1M	0.0%	$47.36	28
2025-Q4	Increased	181,498	+11.3%	$9.6M	0.0%	$49.28	31
2025-Q2	Increased	163,147	+0.9%	$8.1M	0.1%	$44.05	28
2025-Q1	Increased	161,652	+2.5%	$7.2M	0.1%	$38.43	28
2024-Q4	Increased	157,639	+1.0%	$7.7M	0.1%	$41.15	28
2024-Q3	New	156,018	-	$7.5M	0.1%	$39.20	38

GPIQ7 quarters

GPIQ
7 quarters