Prosperity Financial Group’s Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF GPIX Stock Holding History

Prosperity Financial Group’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	$3.82M	Buy	68,664 +13,813	+25%	+$749K	1.18%	25
2026 Q1	$2.74M	Sell	54,851 -112	-0.2%	-$5.84K	1.01%	31
2025 Q4	$2.9M	Sell	54,963 -1,050	-2%	-$55K	1.04%	31
2025 Q3	$2.93M	Buy	56,013 +6,784	+14%	+$345K	1.07%	33
2025 Q2	$2.45M	Buy	49,229 +4,150	+9%	+$194K	1.04%	31
2025 Q1	$2.1M	Buy	45,079 +27,654	+159%	+$1.35M	1.05%	29
2024 Q4	$862K	Buy	+17,425	New	+$866K	0.43%	59

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 $104B AUM 28.3% 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

Prosperity Financial Group's GPIX Position: Q2 2026 in Review

Prosperity Financial Group increased its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 25% in Q2 2026, buying an estimated $749K and bringing the position to 68,664 shares worth $3.82M. The position accounts for 1.18% of the portfolio, ranked #25.

Prosperity Financial Group 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.

Prosperity Financial Group held 68,664 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $3.82M as of Q2 2026.
Prosperity Financial Group bought 13,813 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q2 2026, an estimated $749K.
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 1.18% of Prosperity Financial Group's portfolio in Q2 2026, its #25 holding.
Prosperity Financial Group 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 Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.