SFG
GPIX icon

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

Southern 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 		$1.36M Buy
24,449
+517
+2% +$28K 0.35% 14
2026
Q1 		$1.2M Buy
23,932
+10,311
+76% +$538K 0.33% 13
2025
Q4 		$719K Buy
+13,621
New +$713K 0.21% 22

Other funds holding GPIX

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EFH
Eaton Financial Holdings Coral Springs, Florida $364M AUM 26.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

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

Southern Financial Group increased its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 2.2% in Q2 2026, buying an estimated $28K and bringing the position to 24,449 shares worth $1.36M. The position accounts for 0.35% of the portfolio, ranked #14.

Southern Financial Group first reported a position in GPIX in Q4 2025 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold GPIX as of Q2 2026.

  • Southern Financial Group held 24,449 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $1.36M as of Q2 2026.
  • Southern Financial Group bought 517 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q2 2026, an estimated $28K.
  • Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 0.35% of Southern Financial Group's portfolio in Q2 2026, its #14 holding.
  • Southern Financial Group 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.
  • 191 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 Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.