Grant Private Wealth Management
GPIX icon

Grant Private Wealth Management’s Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF GPIX Stock Holding History

Grant Private Wealth Management’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 		$472K Buy
8,460
+1,265
+18% +$70.5K 0.21% 101
2026
Q2 		$400K Sell
7,195
-246
-3% -$13.3K 0.17% 111
2026
Q1 		$372K Buy
7,441
+300
+4% +$15.6K 0.2% 103
2025
Q4 		$377K Buy
+7,141
New +$374K 0.23% 92

Other funds holding GPIX

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Elmwood Wealth Management
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
Lifestyle Asset Management
Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Beacon Financial Advisory
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return
Kennedy Investment Group
Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return
Stillwater Wealth Management Group
Stillwater Wealth Management Group Juno Beach, Florida $187M AUM 16.32% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Grant Private Wealth Management's GPIX Position: Q3 2026 in Review

Grant Private Wealth Management increased its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 18% in Q3 2026, buying an estimated $70.5K and bringing the position to 8,460 shares worth $472K. The position accounts for 0.21% of the portfolio, ranked #101.

Grant Private Wealth Management first reported a position in GPIX in Q4 2025 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold GPIX as of Q3 2026.

  • Grant Private Wealth Management held 8,460 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $472K as of Q3 2026.
  • Grant Private Wealth Management bought 1,265 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q3 2026, an estimated $70.5K.
  • Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 0.21% of Grant Private Wealth Management's portfolio in Q3 2026, its #101 holding.
  • Grant Private Wealth Management 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.
  • 101 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 Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.