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

KWB Wealth’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
2025
Q4 		– Sell
-5,758
Closed -$287K – 181
2025
Q3 		$287K Sell
5,758
-62
-1% -$3.15K 0.03% 123
2025
Q2 		$271K Buy
+5,820
New +$272K 0.03% 131

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
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
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 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
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KWB Wealth's GPIX Position: Q4 2025 in Review

KWB Wealth sold out of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) in Q4 2025, closing a stake of 5,758 shares — an estimated $287K sold.

KWB Wealth first reported a position in GPIX in Q2 2025 and held it in 2 quarters. The position peaked at $287K in Q3 2025. 283 funds tracked by Wall St. Rank hold GPIX as of Q4 2025.

  • KWB Wealth reported no remaining Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF position as of Q4 2025 after selling out during the quarter.
  • KWB Wealth sold 5,758 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q4 2025, an estimated $287K.
  • KWB Wealth first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q2 2025 and held it in 2 quarters.
  • KWB Wealth's Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF position peaked at $287K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF as of Q4 2025.

Based on KWB Wealth's 13F filing for Q4 2025, filed 12 Jan 2026.