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

Heritage 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 Q2	–	Sell	-62	Closed	-$3.1K	–	708
2026 Q1	$3.1K	Buy	+62	New	+$3.23K	﹤0.01%	594

Other funds holding GPIX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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 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

Heritage Wealth Advisors's GPIX Position: Q2 2026 in Review

Heritage Wealth Advisors sold out of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) in Q2 2026, closing a stake of 62 shares — an estimated $3.1K sold.

Heritage Wealth Advisors first reported a position in GPIX in Q1 2026 and held it in 1 quarter. The position peaked at $3.1K in Q1 2026. 357 funds tracked by Wall St. Rank hold GPIX as of Q2 2026.

Heritage Wealth Advisors reported no remaining Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 62 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q2 2026, an estimated $3.1K.
Heritage Wealth Advisors first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q1 2026 and held it in 1 quarter.
Heritage Wealth Advisors's Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF position peaked at $3.1K in Q1 2026.
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 Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.