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FRG Family Wealth Advisors’s Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF GPIX Stock Holding History

FRG Family Wealth 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
Q1 		$4.34M Buy
86,830
+57,150
+193% +$2.98M 0.71% 35
2025
Q4 		$1.57M Buy
29,680
+2,565
+9% +$134K 0.24% 65
2025
Q3 		$1.42M Buy
27,115
+8,680
+47% +$441K 0.23% 67
2025
Q2 		$918K Sell
18,435
-910
-5% -$42.6K 0.16% 87
2025
Q1 		$902K Buy
19,345
+3,900
+25% +$191K 0.17% 84
2024
Q4 		$764K Buy
15,445
+2,675
+21% +$133K 0.14% 92
2024
Q3 		$627K Buy
12,770
+4,375
+52% +$208K 0.11% 98
2024
Q2 		$379K Buy
8,395
+7,745
+1,192% +$358K 0.07% 114
2024
Q1 		$29.2K Buy
+650
New +$29.5K 0.01% 222

Other funds holding GPIX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $537M AUM 12.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $305M AUM 19.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return