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

Milestone Asset 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 		– Sell
-20,057
Closed -$1M – 272
2026
Q1 		$1M Buy
20,057
+8,808
+78% +$459K 0.19% 117
2025
Q4 		$594K Buy
11,249
+1,524
+16% +$79.8K 0.11% 145
2025
Q3 		$508K Buy
+9,725
New +$494K 0.1% 145

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 $103B AUM 28.65% 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

Milestone Asset Management's GPIX Position: Q2 2026 in Review

Milestone Asset Management sold out of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) in Q2 2026, closing a stake of 20,057 shares — an estimated $1M sold.

Milestone Asset Management first reported a position in GPIX in Q3 2025 and held it in 3 quarters. The position peaked at $1M in Q1 2026. 357 funds tracked by Wall St. Rank hold GPIX as of Q2 2026.

  • Milestone Asset Management reported no remaining Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • Milestone Asset Management sold 20,057 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q2 2026, an estimated $1M.
  • Milestone Asset Management first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q3 2025 and held it in 3 quarters.
  • Milestone Asset Management's Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF position peaked at $1M in Q1 2026.
  • 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 Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.