Root Financial Partners
GPIX icon

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

Root Financial Partners’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
Q3 		$2.96K Buy
+53
New +$2.95K ﹤0.01% 2455
2026
Q2 		– Sell
-264
Closed -$13.2K – 1545
2026
Q1 		$13.2K Buy
264
+246
+1,367% +$12.8K ﹤0.01% 1553
2025
Q4 		$950 Buy
+18
New +$943 ﹤0.01% 2109

Other funds holding GPIX

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Requisite Capital Management
Requisite Capital Management Dallas, Texas $625M AUM 12.27% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Cornerstone Advisory
Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Root Financial Partners's GPIX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) in Q3 2026: 53 shares worth $2.96K. The stake represents ﹤0.01% of the portfolio and ranks #2455 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GPIX as recently as Q1 2026.

Root Financial Partners first reported a position in GPIX in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.2K in Q1 2026. 346 funds tracked by Wall St. Rank hold GPIX as of Q3 2026.

  • Root Financial Partners held 53 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $2.96K as of Q3 2026.
  • Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF was a new Root Financial Partners position in Q3 2026.
  • Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2455 holding.
  • Root Financial Partners 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.
  • Root Financial Partners's Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF position peaked at $13.2K in Q1 2026.
  • 346 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.