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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return
EFH
Eaton Financial Holdings Coral Springs, Florida $305M AUM 19.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Beacon Financial Advisory's GPIX Position: Q1 2026 in Review

Beacon Financial Advisory reduced its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 1.4% in Q1 2026, selling an estimated $42.7K and leaving 57,707 shares worth $2.89M. The position accounts for 0.65% of the portfolio, ranked #25.

Beacon Financial Advisory first reported a position in GPIX in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.09M in Q4 2025. 319 funds tracked by Wall St. Rank hold GPIX as of Q1 2026.

  • Beacon Financial Advisory held 57,707 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $2.89M as of Q1 2026.
  • Beacon Financial Advisory sold 820 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q1 2026, an estimated $42.7K.
  • Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 0.65% of Beacon Financial Advisory's portfolio in Q1 2026, its #25 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 5 quarters since.
  • Beacon Financial Advisory's Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF position peaked at $3.09M in Q4 2025.
  • 319 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.