Concurrent Investment Advisors
GPIX icon

Concurrent Investment Advisors’s Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF GPIX Stock Holding History

Concurrent Investment Advisors’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
Q3 		$2.17M Buy
38,862
+9,680
+33% +$539K 0.02% 786
2026
Q2 		$1.62M Buy
29,182
+20,398
+232% +$1.11M 0.01% 788
2026
Q1 		$440K Buy
8,784
+647
+8% +$33.7K ﹤0.01% 1282
2025
Q4 		$430K Buy
+8,137
New +$426K ﹤0.01% 1215

Other funds holding GPIX

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cornerstone Advisory
Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return
Childress Capital Advisors
Childress Capital Advisors Houston, Texas $646M AUM 31.48% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Concurrent Investment Advisors's GPIX Position: Q3 2026 in Review

Concurrent Investment Advisors increased its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 33% in Q3 2026, buying an estimated $539K and bringing the position to 38,862 shares worth $2.17M. The position accounts for 0.02% of the portfolio, ranked #786.

Concurrent Investment Advisors first reported a position in GPIX in Q4 2025 and has held it in 4 quarters since. 225 funds tracked by Wall St. Rank hold GPIX as of Q3 2026.

  • Concurrent Investment Advisors held 38,862 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $2.17M as of Q3 2026.
  • Concurrent Investment Advisors bought 9,680 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q3 2026, an estimated $539K.
  • Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q3 2026, its #786 holding.
  • Concurrent Investment Advisors 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 4 quarters since.
  • 225 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.