EWS
GPIX icon

Evergreen Wealth Solutions’s Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF GPIX Stock Holding History

Evergreen Wealth Solutions’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
Q2 		$27.8M Buy
490,051
+58,462
+14% +$3.17M 1.45% 20
2026
Q1 		$21.6M Buy
431,589
+23,043
+6% +$1.2M 1.53% 18
2025
Q4 		$21.6M Buy
+408,546
New +$21.4M 3.01% 8

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

Evergreen Wealth Solutions's GPIX Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 14% in Q2 2026, buying an estimated $3.17M and bringing the position to 490,051 shares worth $27.8M. The position accounts for 1.45% of the portfolio, ranked #20.

Evergreen Wealth Solutions first reported a position in GPIX in Q4 2025 and has held it in 3 quarters since. 357 funds tracked by Wall St. Rank hold GPIX as of Q2 2026.

  • Evergreen Wealth Solutions held 490,051 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $27.8M as of Q2 2026.
  • Evergreen Wealth Solutions bought 58,462 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q2 2026, an estimated $3.17M.
  • Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 1.45% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #20 holding.
  • Evergreen Wealth Solutions 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 3 quarters since.
  • 357 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.