AWA
SGRT

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

Authentikos Wealth Advisory’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 		$3.55M Sell
133,192
-18,291
-12% -$497K 2.4% 11
2025
Q4 		$3.79M Buy
+151,483
New +$3.73M 2.51% 12

Other funds holding SGRT

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

Authentikos Wealth Advisory's SGRT Position: Q1 2026 in Review

Authentikos Wealth Advisory reduced its SMART Earnings Growth 30 ETF (SGRT) stake by 12% in Q1 2026, selling an estimated $497K and leaving 133,192 shares worth $3.55M. The position accounts for 2.4% of the portfolio, ranked #11.

Authentikos Wealth Advisory first reported a position in SGRT in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.79M in Q4 2025. 8 funds tracked by Wall St. Rank hold SGRT as of Q1 2026.

  • Authentikos Wealth Advisory held 133,192 shares of SMART Earnings Growth 30 ETF worth $3.55M as of Q1 2026.
  • Authentikos Wealth Advisory sold 18,291 SMART Earnings Growth 30 ETF shares in Q1 2026, an estimated $497K.
  • SMART Earnings Growth 30 ETF made up 2.4% of Authentikos Wealth Advisory's portfolio in Q1 2026, its #11 holding.
  • Authentikos Wealth Advisory first reported a position in SMART Earnings Growth 30 ETF in Q4 2025 and has held it in 2 quarters since.
  • Authentikos Wealth Advisory's SMART Earnings Growth 30 ETF position peaked at $3.79M in Q4 2025.
  • 8 funds tracked by Wall St. Rank held SMART Earnings Growth 30 ETF as of Q1 2026.

Based on Authentikos Wealth Advisory's 13F filing for Q1 2026, filed 7 May 2026.