AssetMark Inc’s SGI Enhanced Core ETF USDX Stock Holding History

AssetMark Inc’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
2025 Q2	–	Sell	-1,436	Closed	-$36.9K	–	3134
2025 Q1	$36.9K	Sell	1,436 -12	-0.8%	-$308	﹤0.01%	1522
2024 Q4	$37K	Sell	1,448 -86	-6%	-$2.25K	﹤0.01%	1503
2024 Q3	$39.9K	Buy	+1,534	New	+$39.4K	﹤0.01%	1341

Other funds holding USDX

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

FTUS

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TFA

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

AssetMark Inc's USDX Position: Q2 2025 in Review

AssetMark Inc sold out of SGI Enhanced Core ETF (USDX) in Q2 2025, closing a stake of 1,436 shares — an estimated $36.9K sold.

AssetMark Inc first reported a position in USDX in Q3 2024 and held it in 3 quarters. The position peaked at $39.9K in Q3 2024. 8 funds tracked by Wall St. Rank hold USDX as of Q2 2025.

AssetMark Inc reported no remaining SGI Enhanced Core ETF position as of Q2 2025 after selling out during the quarter.
AssetMark Inc sold 1,436 SGI Enhanced Core ETF shares in Q2 2025, an estimated $36.9K.
AssetMark Inc first reported a position in SGI Enhanced Core ETF in Q3 2024 and held it in 3 quarters.
AssetMark Inc's SGI Enhanced Core ETF position peaked at $39.9K in Q3 2024.
8 funds tracked by Wall St. Rank held SGI Enhanced Core ETF as of Q2 2025.

Based on AssetMark Inc's 13F filing for Q2 2025, filed 4 Aug 2025.