Mason & Associates (California)’s Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF GPIX Stock Holding History

Mason & Associates (California)’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	$12.5M	Sell	224,343 -5,019	-2%	-$272K	2.01%	14
2026 Q1	$11.2M	Buy	229,362 +3,851	+2%	+$201K	2.16%	11
2025 Q4	$11.9M	Sell	225,511 -720	-0.3%	-$37.7K	2.24%	11
2025 Q3	$11.8M	Buy	226,231 +18,256	+9%	+$927K	2.38%	10
2025 Q2	$10.4M	Sell	207,975 -12,649	-6%	-$592K	2.39%	11
2025 Q1	$10.3M	Buy	220,624 +28,591	+15%	+$1.4M	2.56%	12
2024 Q4	$9.5M	Buy	+192,033	New	+$9.54M	2.23%	12

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 $103B AUM 28.65% 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

Mason & Associates (California)'s GPIX Position: Q2 2026 in Review

Mason & Associates (California) reduced its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 2.2% in Q2 2026, selling an estimated $272K and leaving 224,343 shares worth $12.5M. The position accounts for 2.01% of the portfolio, ranked #14.

Mason & Associates (California) first reported a position in GPIX in Q4 2024 and has held it in 7 quarters since. 357 funds tracked by Wall St. Rank hold GPIX as of Q2 2026.

Mason & Associates (California) held 224,343 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $12.5M as of Q2 2026.
Mason & Associates (California) sold 5,019 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q2 2026, an estimated $272K.
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 2.01% of Mason & Associates (California)'s portfolio in Q2 2026, its #14 holding.
Mason & Associates (California) first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q4 2024 and has held it in 7 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 Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.