WKWM
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Walter & Keenan Wealth Management’s Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF GPIX Stock Holding History

Walter & Keenan Wealth Management’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 		$833K Buy
14,988
+101
+0.7% +$5.47K 0.21% 82
2026
Q1 		$745K Buy
14,887
+7,568
+103% +$395K 0.21% 84
2025
Q4 		$386K Hold
7,319
– – 0.1% 123
2025
Q3 		$382K Buy
+7,319
New +$372K 0.11% 122

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
Wells Fargo
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
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
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
Raymond James Financial
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

Walter & Keenan Wealth Management's GPIX Position: Q2 2026 in Review

Walter & Keenan Wealth Management increased its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 0.68% in Q2 2026, buying an estimated $5.47K and bringing the position to 14,988 shares worth $833K. The position accounts for 0.21% of the portfolio, ranked #82.

Walter & Keenan Wealth Management first reported a position in GPIX in Q3 2025 and has held it in 4 quarters since. 357 funds tracked by Wall St. Rank hold GPIX as of Q2 2026.

  • Walter & Keenan Wealth Management held 14,988 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $833K as of Q2 2026.
  • Walter & Keenan Wealth Management bought 101 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q2 2026, an estimated $5.47K.
  • Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 0.21% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Walter & Keenan Wealth Management first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 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 Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.