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

Glassman Wealth Services’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
2024
Q4 		– Sell
-275
Closed -$13.5K – 184
2024
Q3 		$13.5K Buy
275
+30
+12% +$1.43K ﹤0.01% 138
2024
Q2 		$11.6K Buy
245
+85
+53% +$3.93K ﹤0.01% 149
2024
Q1 		$7.52K Buy
+160
New +$7.26K ﹤0.01% 165

Other funds holding GPIX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GK
Graney & King Latham, New York $186M AUM 15.71% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
JE
JMAC Enterprises Newtown, Pennsylvania $522M AUM 15.34% 1-Year Est. Return

Glassman Wealth Services's GPIX Position: Q4 2024 in Review

Glassman Wealth Services sold out of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) in Q4 2024, closing a stake of 275 shares — an estimated $13.5K sold.

Glassman Wealth Services first reported a position in GPIX in Q1 2024 and held it in 3 quarters. The position peaked at $13.5K in Q3 2024. 76 funds tracked by Wall St. Rank hold GPIX as of Q4 2024.

  • Glassman Wealth Services reported no remaining Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF position as of Q4 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 275 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q4 2024, an estimated $13.5K.
  • Glassman Wealth Services first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q1 2024 and held it in 3 quarters.
  • Glassman Wealth Services's Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF position peaked at $13.5K in Q3 2024.
  • 76 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF as of Q4 2024.

Based on Glassman Wealth Services's 13F filing for Q4 2024, filed 5 Feb 2025.