Advisory Alpha
SGRT icon

Advisory Alpha’s SMART Earnings Growth 30 ETF SGRT Stock Holding History

Advisory Alpha’s Portfolio SGRT Stock Details SGRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-5,358
Closed -$201K – 624
2026
Q2 		$201K Buy
+5,358
New +$182K ﹤0.01% 560

Other funds holding SGRT

SMART Wealth
SMART Wealth Omaha, Nebraska $492M AUM 27.45% 1-Year Est. Return
Authentikos Wealth Advisory
Authentikos Wealth Advisory Morgan Hill, California $159M AUM 16.78% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Quest 10 Wealth Builders
Quest 10 Wealth Builders Fuquay-Varina, Virginia $135M AUM 16.01% 1-Year Est. Return
Smartleaf Asset Management
Smartleaf Asset Management Boston, Massachusetts $3.49B AUM 19.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Montag & Associates
Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return

Advisory Alpha's SGRT Position: Q3 2026 in Review

Advisory Alpha sold out of SMART Earnings Growth 30 ETF (SGRT) in Q3 2026, closing a stake of 5,358 shares — an estimated $201K sold.

Advisory Alpha first reported a position in SGRT in Q2 2026 and held it in 1 quarter. The position peaked at $201K in Q2 2026. 10 funds tracked by Wall St. Rank hold SGRT as of Q3 2026.

  • Advisory Alpha reported no remaining SMART Earnings Growth 30 ETF position as of Q3 2026 after selling out during the quarter.
  • Advisory Alpha sold 5,358 SMART Earnings Growth 30 ETF shares in Q3 2026, an estimated $201K.
  • Advisory Alpha first reported a position in SMART Earnings Growth 30 ETF in Q2 2026 and held it in 1 quarter.
  • Advisory Alpha's SMART Earnings Growth 30 ETF position peaked at $201K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held SMART Earnings Growth 30 ETF as of Q3 2026.

Based on Advisory Alpha's 13F filing for Q3 2026, filed 13 Nov 2026.