The income ETF space has seen significant growth and interest in the last two years. Income strategies can offer both equity performance and income to help portfolios handle volatility.
GPIQ has paid a monthly distribution every month since late 2023, with the June 2026 check landing at $0.52 per share.
The income ETF landscape is one of the most popular and fertile in the ETF ecosystem right now. Whether via covered calls or dividends, income ETFs help investors ride out uncertainty, prepare for retirement, and more.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 4,348 | $215,182 | $249,662.16 | $34,480.16 | 16.02% |
| CE Curtis Ellergodt Rothschild Investment LLC | 200 | $9,312 | $11,484 | $2,172 | 23.32% |
| CN Chris Nelson MJP ASSOCIATES Inc. /ADV | 124,768 | $6.27M | $7.16M | $890,865.9 | 14.2% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,188 | $114,782.48 | $125,131.72 | $10,349.24 | 9.02% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 4,487 | $235,825.38 | $257,643.54 | $21,818.16 | 9.25% |
| NASDAQ (NMS) Exchange | US Country |
Our company operates a specialized investment fund that focuses primarily on equity investments. We allocate at least 80% of our net assets, along with any borrowings intended for investment purposes, into equities that are part of our fund’s benchmark. By adhering closely to the style, capitalization, and industry characteristics of our benchmark, we aim to replicate its performance. Our strategy is finely tuned to investors looking for focused exposure rather than diversification, as our fund operates with a non-diversified status. This approach caters to investors seeking to capitalize on the growth and potential of specific sectors represented in our benchmark.
Our primary product is equity investments in companies included in our fund’s benchmark index. These investments are carefully selected to ensure they meet our fund’s strategy of mimicking the style, capitalization, and industry features of the benchmark. This service is designed for investors who aim to invest in a portfolio that closely follows the performance and characteristics of a specific index.
As part of our investment approach, we may employ borrowing for investment purposes. This strategy is utilized to leverage our position and enhance the potential return on equity investments. It allows us to invest a greater amount in our target equities than our net assets would otherwise permit, aiming to capitalize on favorable opportunities within our benchmark’s scope. This is structured for sophisticated investors who understand and are willing to accept the increased risks associated with borrowing to invest.