Jacobi Capital Management’s Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF GPIX Stock Holding History

Jacobi Capital 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 Q2	$416K	Buy	7,488 +869	+13%	+$47.1K	0.02%	491
2026 Q1	$331K	Buy	6,619 +802	+14%	+$41.8K	0.02%	516
2025 Q4	$307K	Buy	5,817 +1,217	+26%	+$63.7K	0.02%	517
2025 Q3	$240K	Buy	4,600 +375	+9%	+$19K	0.01%	555
2025 Q2	$210K	Buy	+4,225	New	+$198K	0.01%	567

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 $104B AUM 28.3% 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

Jacobi Capital Management's GPIX Position: Q2 2026 in Review

Jacobi Capital Management increased its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 13% in Q2 2026, buying an estimated $47.1K and bringing the position to 7,488 shares worth $416K. The position accounts for 0.02% of the portfolio, ranked #491.

Jacobi Capital Management first reported a position in GPIX in Q2 2025 and has held it in 5 quarters since. 357 funds tracked by Wall St. Rank hold GPIX as of Q2 2026.

Jacobi Capital Management held 7,488 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $416K as of Q2 2026.
Jacobi Capital Management bought 869 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q2 2026, an estimated $47.1K.
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 0.02% of Jacobi Capital Management's portfolio in Q2 2026, its #491 holding.
Jacobi Capital Management first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
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 Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.