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 Q2	$316K	Sell	5,691 -7,017	-55%	-$380K	0.23%	85
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 $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

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

Synergy Financial Group reduced its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 55% in Q2 2026, selling an estimated $380K and leaving 5,691 shares worth $316K. The position accounts for 0.23% of the portfolio, ranked #85.

Synergy Financial Group first reported a position in GPIX in Q3 2024 and has held it in 8 quarters since. The position peaked at $818K in Q3 2025. 357 funds tracked by Wall St. Rank hold GPIX as of Q2 2026.

Synergy Financial Group held 5,691 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $316K as of Q2 2026.
Synergy Financial Group sold 7,017 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q2 2026, an estimated $380K.
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 0.23% of Synergy Financial Group's portfolio in Q2 2026, its #85 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 8 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.
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 Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.