Aquire Wealth Advisors’s SGI Enhanced Core ETF USDX Stock Holding History

Aquire Wealth Advisors’s Portfolio USDX Stock Details USDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,950	Closed	-$207K	–	51
2024 Q3	$207K	Buy	7,950 +73	+0.9%	+$1.88K	0.06%	43
2024 Q2	$202K	Buy	+7,877	New	+$200K	0.07%	41

Other funds holding USDX

SGI

Summit Global Investments Bountiful, Utah $1.69B AUM 12.13% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Aquire Wealth Advisors's USDX Position: Q4 2024 in Review

Aquire Wealth Advisors sold out of SGI Enhanced Core ETF (USDX) in Q4 2024, closing a stake of 7,950 shares — an estimated $207K sold.

Aquire Wealth Advisors first reported a position in USDX in Q2 2024 and held it in 2 quarters. The position peaked at $207K in Q3 2024. 8 funds tracked by Wall St. Rank hold USDX as of Q4 2024.

Aquire Wealth Advisors reported no remaining SGI Enhanced Core ETF position as of Q4 2024 after selling out during the quarter.
Aquire Wealth Advisors sold 7,950 SGI Enhanced Core ETF shares in Q4 2024, an estimated $207K.
Aquire Wealth Advisors first reported a position in SGI Enhanced Core ETF in Q2 2024 and held it in 2 quarters.
Aquire Wealth Advisors's SGI Enhanced Core ETF position peaked at $207K in Q3 2024.
8 funds tracked by Wall St. Rank held SGI Enhanced Core ETF as of Q4 2024.

Based on Aquire Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.