GPIQ

Nasdaq-100 Core Premium Income ETF

Nasdaq-100 Core Premium Income ETF seeks to provide investors with current income through a portfolio that primarily invests in the stocks of companies included in the Nasdaq-100 Index while employing an options overlay strategy to enhance income.


Risk Management

DERIVATIVES

Active

MANAGEMENT STYLE

$ 227.6 M

ASSETS UNDER MGMT

29 bp

EXPENSES
Fund Basics
Inception dateOct 24, 2023
RegulationOpen-Ended Fund
Fund Websitelink...
Distributions
CurrencyUSD
Holdings TransparencyFull
Derivatives-basedNo
Options availableNo
Currency hedgedNo
Fund of fundsNo
Top Holdings
APPLE INC 396.7 %
MICROSOFT CORP 386.0 %
NVIDIA CORP 339.3 %
BROADCOM INC. 232.1 %
AMAZON.COM INC 232.1 %
META PLATFORMS INC 223.2 %
TESLA MOTORS INC 131.3 %
COSTCO WHOLESALE CORP 122.7 %
ALPHABET INC. CLASS A 112.0 %
ALPHABET INC. CLASS C 107.5 %
Historical Performance


Standardized Performance (as of 02/28/2026)
 YTD1 YR2 YR3 YR5 YR10 YR20 YRIncep.
Price Returns -1.7% 7.7% 6.0% -- -- -- -- 13.5%
Dividend Yield 1.7% 11.9% 11.8% -- -- -- -- 12.1%
Total Returns 0.0% 19.6% 17.8% -- -- -- -- 25.6%
Ann. Volatility 14.3% 20.9% 18.4% -- -- -- -- 17.6%
Market Correlations
versus...BetaR-squared
S&P 5001.0695%
MSCI EAFE0.9859%
MSCI Emg Mkts0.8858%
Liquidity Measures
Avg. volume (000)1,017
ADV traded (mns)$51
Turnover22.2%
Avg. Bid/Ask (% of price)0.02%
Technical Indicators
30d moving avg. (EMA)$50.77
Relative strength (RSI)38
MACD/Signal-0.59/-0.35
Bollinger Bands (Upper/Lower)$52.55/$48.97
Short interest (% of AUM)0.2%
Distributions
Bid/Ask Spreads
2 bp
AVG SPREAD
2 — 4 bp
RANGE
Spreads data based on the average National Best Bid & Offer (NBBO) found in observations at various times each trading day, for up to three months. Tick data supplied by NASDAQ.
Total Cost of Ownership EXPENSES    AVG SPREAD
31 bp
GPIQ
127 bp
PEER AVG