Arax Advisory Partners’s SGI US Large Cap Core ETF SGLC Stock Holding History

Arax Advisory Partners’s Portfolio SGLC Stock Details SGLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-45	Closed	-$1.73K	–	4265
2025 Q4	$1.73K	Buy	+45	New	+$1.68K	﹤0.01%	3311

Other funds holding SGLC

SGI

Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TFA

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

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

Arax Advisory Partners's SGLC Position: Q1 2026 in Review

Arax Advisory Partners sold out of SGI US Large Cap Core ETF (SGLC) in Q1 2026, closing a stake of 45 shares — an estimated $1.73K sold.

Arax Advisory Partners first reported a position in SGLC in Q4 2025 and held it in 1 quarter. The position peaked at $1.73K in Q4 2025. 7 funds tracked by Wall St. Rank hold SGLC as of Q1 2026.

Arax Advisory Partners reported no remaining SGI US Large Cap Core ETF position as of Q1 2026 after selling out during the quarter.
Arax Advisory Partners sold 45 SGI US Large Cap Core ETF shares in Q1 2026, an estimated $1.73K.
Arax Advisory Partners first reported a position in SGI US Large Cap Core ETF in Q4 2025 and held it in 1 quarter.
Arax Advisory Partners's SGI US Large Cap Core ETF position peaked at $1.73K in Q4 2025.
7 funds tracked by Wall St. Rank held SGI US Large Cap Core ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.