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 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

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 $104B AUM 28.3% 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

Beacon Financial Advisory's GPIX Position: Q2 2026 in Review

Beacon Financial Advisory increased its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 17% in Q2 2026, buying an estimated $533K and bringing the position to 67,535 shares worth $3.75M. The position accounts for 0.74% of the portfolio, ranked #22.

Beacon Financial Advisory 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.

Beacon Financial Advisory held 67,535 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $3.75M as of Q2 2026.
Beacon Financial Advisory bought 9,828 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q2 2026, an estimated $533K.
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 0.74% of Beacon Financial Advisory's portfolio in Q2 2026, its #22 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 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 Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.