Chung Wu Investment Group’s Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF GPIX Stock Holding History

Chung Wu Investment Group’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 Q3	–	Sell	-25,460	Closed	-$1.27M	–	263
2025 Q2	$1.27M	Sell	25,460 -3,590	-12%	-$168K	1.32%	17
2025 Q1	$1.35M	Buy	29,050 +13,210	+83%	+$647K	1.62%	17
2024 Q4	$783K	Buy	+15,840	New	+$787K	0.79%	31

Other funds holding GPIX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

EFH

Eaton Financial Holdings Coral Springs, Florida $305M AUM 19.03% 1-Year Est. Return

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return

McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return

Chung Wu Investment Group's GPIX Position: Q3 2025 in Review

Chung Wu Investment Group sold out of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) in Q3 2025, closing a stake of 25,460 shares — an estimated $1.27M sold.

Chung Wu Investment Group first reported a position in GPIX in Q4 2024 and held it in 3 quarters. The position peaked at $1.35M in Q1 2025. 202 funds tracked by Wall St. Rank hold GPIX as of Q3 2025.

Chung Wu Investment Group reported no remaining Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF position as of Q3 2025 after selling out during the quarter.
Chung Wu Investment Group sold 25,460 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q3 2025, an estimated $1.27M.
Chung Wu Investment Group first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q4 2024 and held it in 3 quarters.
Chung Wu Investment Group's Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF position peaked at $1.35M in Q1 2025.
202 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF as of Q3 2025.

Based on Chung Wu Investment Group's 13F filing for Q3 2025, filed 4 Nov 2025.