Beacon Financial Advisory’s Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF GPIX Stock Holding History

Beacon Financial Advisory’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 Q3	$6.7M	Buy	120,034 +52,499	+78%	+$2.93M	1.27%	14
2026 Q2	$3.75M	Buy	67,535 +9,828	+17%	+$533K	0.74%	22
2026 Q1	$2.89M	Sell	57,707 -820	-1%	-$42.7K	0.65%	25
2025 Q4	$3.09M	Buy	58,527 +17,127	+41%	+$897K	0.72%	24
2025 Q3	$2.16M	Buy	41,400 +24,643	+147%	+$1.25M	0.5%	38
2025 Q2	$835K	Buy	16,757 +11,006	+191%	+$515K	0.22%	131
2025 Q1	$268K	Buy	+5,751	New	+$282K	0.08%	259

Other funds holding GPIX

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Childress Capital Advisors Houston, Texas $646M AUM 31.48% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Beacon Financial Advisory's GPIX Position: Q3 2026 in Review

Beacon Financial Advisory increased its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 78% in Q3 2026, buying an estimated $2.93M and bringing the position to 120,034 shares worth $6.7M. The position accounts for 1.27% of the portfolio, ranked #14.

Beacon Financial Advisory first reported a position in GPIX in Q1 2025 and has held it in 7 quarters since. 213 funds tracked by Wall St. Rank hold GPIX as of Q3 2026.

Beacon Financial Advisory held 120,034 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $6.7M as of Q3 2026.
Beacon Financial Advisory bought 52,499 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q3 2026, an estimated $2.93M.
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 1.27% of Beacon Financial Advisory's portfolio in Q3 2026, its #14 holding.
Beacon Financial Advisory 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 7 quarters since.
213 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.