LWM
GPIX icon

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

Lionsbridge Wealth 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
2024
Q3 		– Sell
-17,841
Closed -$847K – 72
2024
Q2 		$847K Buy
+17,841
New +$826K 0.68% 45

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GMFG
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CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
JE
JMAC Enterprises Newtown, Pennsylvania $522M AUM 15.34% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $140M AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Lionsbridge Wealth Management's GPIX Position: Q3 2024 in Review

Lionsbridge Wealth Management sold out of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) in Q3 2024, closing a stake of 17,841 shares — an estimated $847K sold.

Lionsbridge Wealth Management first reported a position in GPIX in Q2 2024 and held it in 1 quarter. The position peaked at $847K in Q2 2024. 51 funds tracked by Wall St. Rank hold GPIX as of Q3 2024.

  • Lionsbridge Wealth Management reported no remaining Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF position as of Q3 2024 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 17,841 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q3 2024, an estimated $847K.
  • Lionsbridge Wealth Management first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q2 2024 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF position peaked at $847K in Q2 2024.
  • 51 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF as of Q3 2024.

Based on Lionsbridge Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.