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

Waller Financial Planning 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
2025
Q4 		– Sell
-5,361
Closed -$280K – 77
2025
Q3 		$280K Sell
5,361
-1,448
-21% -$73.5K 0.06% 65
2025
Q2 		$339K Buy
+6,809
New +$319K 0.08% 58

Other funds holding GPIX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 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
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Waller Financial Planning Group's GPIX Position: Q4 2025 in Review

Waller Financial Planning Group sold out of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) in Q4 2025, closing a stake of 5,361 shares — an estimated $280K sold.

Waller Financial Planning Group first reported a position in GPIX in Q2 2025 and held it in 2 quarters. The position peaked at $339K in Q2 2025. 283 funds tracked by Wall St. Rank hold GPIX as of Q4 2025.

  • Waller Financial Planning Group reported no remaining Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF position as of Q4 2025 after selling out during the quarter.
  • Waller Financial Planning Group sold 5,361 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q4 2025, an estimated $280K.
  • Waller Financial Planning Group first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q2 2025 and held it in 2 quarters.
  • Waller Financial Planning Group's Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF position peaked at $339K in Q2 2025.
  • 283 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF as of Q4 2025.

Based on Waller Financial Planning Group's 13F filing for Q4 2025, filed 13 Jan 2026.