Balboa Wealth Partners’s Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF GPIX Stock Holding History

Balboa Wealth Partners’s Portfolio GPIX Stock Details GPIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.06M	Buy	19,113 +6,256	+49%	+$339K	0.14%	120
2026 Q1	$643K	Buy	12,857 +4,391	+52%	+$229K	0.11%	161
2025 Q4	$447K	Buy	8,466 +600	+8%	+$31.4K	0.07%	218
2025 Q3	$411K	Buy	7,866 +396	+5%	+$20.1K	0.07%	215
2025 Q2	$372K	Buy	7,470 +220	+3%	+$10.3K	0.07%	206
2025 Q1	$338K	Buy	+7,250	New	+$355K	0.08%	178

Other funds holding GPIX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return

Balboa Wealth Partners's GPIX Position: Q2 2026 in Review

Balboa Wealth Partners increased its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 49% in Q2 2026, buying an estimated $339K and bringing the position to 19,113 shares worth $1.06M. The position accounts for 0.14% of the portfolio, ranked #120.

Balboa Wealth Partners first reported a position in GPIX in Q1 2025 and has held it in 6 quarters since. 357 funds tracked by Wall St. Rank hold GPIX as of Q2 2026.

Balboa Wealth Partners held 19,113 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $1.06M as of Q2 2026.
Balboa Wealth Partners bought 6,256 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q2 2026, an estimated $339K.
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 0.14% of Balboa Wealth Partners's portfolio in Q2 2026, its #120 holding.
Balboa Wealth Partners first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
357 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.