AWM
SGRT

AE Wealth Management’s SMART Earnings Growth 30 ETF SGRT Stock Holding History

AE Wealth Management’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
Q1 		$385K Sell
14,422
-810
-5% -$22K ﹤0.01% 1242
2025
Q4 		$381K Buy
15,232
+2,877
+23% +$70.8K ﹤0.01% 1198
2025
Q3 		$291K Buy
+12,355
New +$269K ﹤0.01% 1190

Other funds holding SGRT

AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return

AE Wealth Management's SGRT Position: Q1 2026 in Review

AE Wealth Management reduced its SMART Earnings Growth 30 ETF (SGRT) stake by 5.3% in Q1 2026, selling an estimated $22K and leaving 14,422 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

AE Wealth Management first reported a position in SGRT in Q3 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold SGRT as of Q1 2026.

  • AE Wealth Management held 14,422 shares of SMART Earnings Growth 30 ETF worth $385K as of Q1 2026.
  • AE Wealth Management sold 810 SMART Earnings Growth 30 ETF shares in Q1 2026, an estimated $22K.
  • SMART Earnings Growth 30 ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1242 holding.
  • AE Wealth Management first reported a position in SMART Earnings Growth 30 ETF in Q3 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held SMART Earnings Growth 30 ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.