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

Whipplewood 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 Q2	$628K	Sell	11,294 -6,953	-38%	-$377K	0.42%	66
2026 Q1	$913K	Buy	18,247 +3,320	+22%	+$173K	0.47%	58
2025 Q4	$788K	Buy	14,927 +9,141	+158%	+$479K	0.51%	64
2025 Q3	$302K	Sell	5,786 -1,747	-23%	-$88.7K	0.2%	101
2025 Q2	$375K	Buy	7,533 +7,233	+2,411%	+$339K	0.21%	113
2025 Q1	$877K	Sell	300 -18,548	-98%	-$908K	0.52%	51
2024 Q4	$932K	Buy	+18,848	New	+$937K	0.53%	47

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 $103B AUM 28.65% 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

Whipplewood Advisors's GPIX Position: Q2 2026 in Review

Whipplewood Advisors reduced its Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF (GPIX) stake by 38% in Q2 2026, selling an estimated $377K and leaving 11,294 shares worth $628K. The position accounts for 0.42% of the portfolio, ranked #66.

Whipplewood Advisors first reported a position in GPIX in Q4 2024 and has held it in 7 quarters since. The position peaked at $932K in Q4 2024. 357 funds tracked by Wall St. Rank hold GPIX as of Q2 2026.

Whipplewood Advisors held 11,294 shares of Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF worth $628K as of Q2 2026.
Whipplewood Advisors sold 6,953 Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF shares in Q2 2026, an estimated $377K.
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF made up 0.42% of Whipplewood Advisors's portfolio in Q2 2026, its #66 holding.
Whipplewood Advisors first reported a position in Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF position peaked at $932K in Q4 2024.
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 Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.