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Joseph P. Lucia & Associates’s Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF GPIX Stock Holding History

Joseph P. Lucia & Associates’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 		$1.55M Buy
27,827
+406
+1% +$22K 0.47% 51
2026
Q1 		$1.37M Buy
27,421
+16,171
+144% +$843K 0.49% 54
2025
Q4 		$594K Buy
+11,250
New +$589K 0.21% 93

Other funds holding GPIX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
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
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
Raymond James Financial
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

Joseph P. Lucia & Associates's GPIX Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 1.5% in Q2 2026, buying an estimated $22K and bringing the position to 27,827 shares worth $1.55M. The position accounts for 0.47% of the portfolio, ranked #51.

Joseph P. Lucia & Associates first reported a position in GPIX in Q4 2025 and has held it in 3 quarters since. 357 funds tracked by Wall St. Rank hold GPIX as of Q2 2026.

  • Joseph P. Lucia & Associates held 27,827 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $1.55M as of Q2 2026.
  • Joseph P. Lucia & Associates bought 406 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q2 2026, an estimated $22K.
  • Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 0.47% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #51 holding.
  • Joseph P. Lucia & Associates 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 3 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 Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.