Carson Wealth (CWM LLC)
GPIX icon

Carson Wealth (CWM LLC)’s Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF GPIX Stock Holding History

Carson Wealth (CWM LLC)’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 		$253K Buy
5,060
+945
+23% +$49.3K ﹤0.01% 2526
2025
Q4 		$217K Buy
+4,115
New +$216K ﹤0.01% 2504

Other funds holding GPIX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $369B AUM 28.27% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return
EFH
Eaton Financial Holdings Coral Springs, Florida $364M AUM 26.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GPIX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 23% in Q1 2026, buying an estimated $49.3K and bringing the position to 5,060 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #2526.

Carson Wealth (CWM LLC) first reported a position in GPIX in Q4 2025 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold GPIX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,060 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $253K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 945 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q1 2026, an estimated $49.3K.
  • Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2526 holding.
  • Carson Wealth (CWM LLC) first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 320 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 Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.