Whalen Wealth Management
GPIX icon

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

Whalen 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
Q3 		$5.22M Sell
93,503
-1,334
-1% -$74.3K 2.23% 7
2026
Q2 		$5.27M Sell
94,837
-2,877
-3% -$156K 2.37% 6
2026
Q1 		$4.89M Buy
97,714
+27,042
+38% +$1.41M 2.62% 7
2025
Q4 		$3.73M Sell
70,672
-21,748
-24% -$1.14M 2% 9
2025
Q3 		$4.83M Buy
92,420
+44,766
+94% +$2.27M 2.82% 7
2025
Q2 		$2.37M Buy
+47,654
New +$2.23M 1.49% 10

Other funds holding GPIX

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return
Childress Capital Advisors
Childress Capital Advisors Houston, Texas $646M AUM 31.48% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JMAC Enterprises
JMAC Enterprises Newtown, Pennsylvania $593M AUM 15.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Markowski Investments
Markowski Investments Tampa, Florida $448M AUM

Whalen Wealth Management's GPIX Position: Q3 2026 in Review

Whalen Wealth Management reduced its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 1.4% in Q3 2026, selling an estimated $74.3K and leaving 93,503 shares worth $5.22M. The position accounts for 2.23% of the portfolio, ranked #7.

Whalen Wealth Management first reported a position in GPIX in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.27M in Q2 2026. 163 funds tracked by Wall St. Rank hold GPIX as of Q3 2026.

  • Whalen Wealth Management held 93,503 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $5.22M as of Q3 2026.
  • Whalen Wealth Management sold 1,334 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q3 2026, an estimated $74.3K.
  • Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 2.23% of Whalen Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Whalen Wealth Management 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 6 quarters since.
  • Whalen Wealth Management's Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF position peaked at $5.27M in Q2 2026.
  • 163 funds tracked by Wall St. Rank held Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.