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Cassaday & Co Wealth Management’s Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF GPIX Stock Holding History

Cassaday & Co Wealth Management’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
2025
Q4 		– Sell
-3,972
Closed -$207K – 355
2025
Q3 		$207K Buy
+3,972
New +$202K ﹤0.01% 329

Other funds holding GPIX

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LPL Financial San Diego, California $445B AUM 25.58% 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 $605M AUM 17.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 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 $364M AUM 26.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cassaday & Co Wealth Management's GPIX Position: Q4 2025 in Review

Cassaday & Co Wealth Management sold out of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) in Q4 2025, closing a stake of 3,972 shares — an estimated $207K sold.

Cassaday & Co Wealth Management first reported a position in GPIX in Q3 2025 and held it in 1 quarter. The position peaked at $207K in Q3 2025. 282 funds tracked by Wall St. Rank hold GPIX as of Q4 2025.

  • Cassaday & Co Wealth Management reported no remaining Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF position as of Q4 2025 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 3,972 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q4 2025, an estimated $207K.
  • Cassaday & Co Wealth Management first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q3 2025 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF position peaked at $207K in Q3 2025.
  • 282 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF as of Q4 2025.

Based on Cassaday & Co Wealth Management's 13F filing for Q4 2025, filed 3 Feb 2026.