Southern Financial Group
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
Q3 		$662K Sell
11,853
-12,596
-52% -$702K 0.18% 27
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return
Childress Capital Advisors
Childress Capital Advisors Houston, Texas $646M AUM 31.48% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Southern Financial Group's GPIX Position: Q3 2026 in Review

Southern Financial Group reduced its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 52% in Q3 2026, selling an estimated $702K and leaving 11,853 shares worth $662K. The position accounts for 0.18% of the portfolio, ranked #27.

Southern Financial Group first reported a position in GPIX in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.36M in Q2 2026. 225 funds tracked by Wall St. Rank hold GPIX as of Q3 2026.

  • Southern Financial Group held 11,853 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $662K as of Q3 2026.
  • Southern Financial Group sold 12,596 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q3 2026, an estimated $702K.
  • Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 0.18% of Southern Financial Group's portfolio in Q3 2026, its #27 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 4 quarters since.
  • Southern Financial Group's Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF position peaked at $1.36M in Q2 2026.
  • 225 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 Southern Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.