WA
GPIX icon

Waverly Advisors’s Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF GPIX Stock Holding History

Waverly Advisors’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 		$4.23M Buy
84,612
+73,386
+654% +$3.83M 0.03% 447
2025
Q4 		$593K Buy
11,226
+767
+7% +$40.2K ﹤0.01% 942
2025
Q3 		$546K Buy
10,459
+779
+8% +$39.6K 0.01% 823
2025
Q2 		$482K Buy
+9,680
New +$453K 0.01% 813

Other funds holding GPIX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Raymond James Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Waverly Advisors's GPIX Position: Q1 2026 in Review

Waverly Advisors increased its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 654% in Q1 2026, buying an estimated $3.83M and bringing the position to 84,612 shares worth $4.23M. The position accounts for 0.03% of the portfolio, ranked #447.

Waverly Advisors first reported a position in GPIX in Q2 2025 and has held it in 4 quarters since. 319 funds tracked by Wall St. Rank hold GPIX as of Q1 2026.

  • Waverly Advisors held 84,612 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $4.23M as of Q1 2026.
  • Waverly Advisors bought 73,386 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q1 2026, an estimated $3.83M.
  • Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #447 holding.
  • Waverly Advisors first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 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 Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.