MWM
GPIX icon

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

Modern 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
2026
Q2 		$44.9M Buy
808,515
+225,584
+39% +$12.2M 0.54% 38
2026
Q1 		$29.1M Buy
582,931
+326,488
+127% +$17M 0.5% 47
2025
Q4 		$13.5M Buy
+256,443
New +$13.4M 0.25% 101

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

Modern Wealth Management's GPIX Position: Q2 2026 in Review

Modern Wealth Management increased its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 39% in Q2 2026, buying an estimated $12.2M and bringing the position to 808,515 shares worth $44.9M. The position accounts for 0.54% of the portfolio, ranked #38.

Modern Wealth Management 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.

  • Modern Wealth Management held 808,515 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $44.9M as of Q2 2026.
  • Modern Wealth Management bought 225,584 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q2 2026, an estimated $12.2M.
  • Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 0.54% of Modern Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Modern Wealth Management 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 Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.