GPIQ is positioned to capture between 75% and 85% of the Nasdaq-100’s upside in 2026 while delivering an annual dividend yield of approximately 10%. Its premium income strategy systematically writes call options on the index’s constituents, generating consistent monthly cash flow without straying from the benchmark’s sector allocation. Investors benefit from a rules-based approach that maintains style, capitalization and industry characteristics aligned with the Nasdaq-100, making GPIQ a hybrid solution for growth and high income.

In the fourth quarter, Significant Wealth Partners acquired 104,960 shares in GPIQ in a transaction valued at roughly 5.55 million, representing 6.2% of the firm’s reportable assets under management. This level of institutional interest underscores confidence in the fund’s ability to combine growth exposure with elevated income. Distributions are taxed under a favorable structure—60% as long-term capital gains and 40% as short-term—enhancing after-tax returns for taxable investors relative to traditional high-yield strategies.

Launched in late 2023, GPIQ has grown to 2.7 billion in assets under management and maintains a net expense ratio of 0.29%, highly competitive for an actively managed, options-based ETF. Over the past year, the fund delivered a total return of 17.6%, and since inception has achieved cumulative NAV growth of approximately 63%, compared with a 75% gain in the Nasdaq-100. The strategy’s built-in trade-off—sacrificing some upside in strong bull markets—provides a smoother return profile and reliable income stream for investors seeking balance between capital appreciation and dividend generation.