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

Synergy 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 Q1	$636K	Sell	12,708 -30	-0.2%	-$1.56K	0.48%	43
2025 Q4	$673K	Sell	12,738 -2,922	-19%	-$153K	0.47%	39
2025 Q3	$818K	Buy	15,660 +1,217	+8%	+$61.8K	0.55%	37
2025 Q2	$720K	Sell	14,443 -1,574	-10%	-$73.7K	0.53%	39
2025 Q1	$747K	Buy	16,017 +10,086	+170%	+$494K	0.67%	37
2024 Q4	$293K	Buy	5,931 +1	+0%	+$50	0.24%	77
2024 Q3	$291K	Buy	+5,930	New	+$282K	0.28%	70

Other funds holding GPIX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return

EFH

Eaton Financial Holdings Coral Springs, Florida $305M AUM 19.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Synergy Financial Group's GPIX Position: Q1 2026 in Review

Synergy Financial Group reduced its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 0.24% in Q1 2026, selling an estimated $1.56K and leaving 12,708 shares worth $636K. The position accounts for 0.48% of the portfolio, ranked #43.

Synergy Financial Group first reported a position in GPIX in Q3 2024 and has held it in 7 quarters since. The position peaked at $818K in Q3 2025. 319 funds tracked by Wall St. Rank hold GPIX as of Q1 2026.

Synergy Financial Group held 12,708 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $636K as of Q1 2026.
Synergy Financial Group sold 30 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q1 2026, an estimated $1.56K.
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 0.48% of Synergy Financial Group's portfolio in Q1 2026, its #43 holding.
Synergy Financial Group first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q3 2024 and has held it in 7 quarters since.
Synergy Financial Group's Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF position peaked at $818K in Q3 2025.
319 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.