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

Investment Planning 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 		$2.01M Buy
36,099
+596
+2% +$32.3K 0.46% 25
2026
Q1 		$1.78M Buy
35,503
+5,455
+18% +$284K 0.49% 26
2025
Q4 		$1.59M Buy
30,048
+5,743
+24% +$301K 0.46% 27
2025
Q3 		$1.27M Sell
24,305
-428
-2% -$21.7K 0.4% 28
2025
Q2 		$1.23M Buy
24,733
+1,668
+7% +$78.1K 0.44% 24
2025
Q1 		$1.08M Buy
+23,065
New +$1.13M 0.44% 28

Other funds holding GPIX

HighTower Advisors
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EFH
Eaton Financial Holdings Coral Springs, Florida $364M AUM 26.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Investment Planning Advisors's GPIX Position: Q2 2026 in Review

Investment Planning Advisors increased its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 1.7% in Q2 2026, buying an estimated $32.3K and bringing the position to 36,099 shares worth $2.01M. The position accounts for 0.46% of the portfolio, ranked #25.

Investment Planning Advisors first reported a position in GPIX in Q1 2025 and has held it in 6 quarters since. 201 funds tracked by Wall St. Rank hold GPIX as of Q2 2026.

  • Investment Planning Advisors held 36,099 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $2.01M as of Q2 2026.
  • Investment Planning Advisors bought 596 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q2 2026, an estimated $32.3K.
  • Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 0.46% of Investment Planning Advisors's portfolio in Q2 2026, its #25 holding.
  • Investment Planning Advisors first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 201 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 Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.