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
Q2 		$4M Sell
106,696
-26,496
-20% -$902K 2.55% 12
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 $464M AUM 35.91% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Authentikos Wealth Advisory's SGRT Position: Q2 2026 in Review

Authentikos Wealth Advisory reduced its SMART Earnings Growth 30 ETF (SGRT) stake by 20% in Q2 2026, selling an estimated $902K and leaving 106,696 shares worth $4M. The position accounts for 2.55% of the portfolio, ranked #12.

Authentikos Wealth Advisory first reported a position in SGRT in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold SGRT as of Q2 2026.

  • Authentikos Wealth Advisory held 106,696 shares of SMART Earnings Growth 30 ETF worth $4M as of Q2 2026.
  • Authentikos Wealth Advisory sold 26,496 SMART Earnings Growth 30 ETF shares in Q2 2026, an estimated $902K.
  • SMART Earnings Growth 30 ETF made up 2.55% of Authentikos Wealth Advisory's portfolio in Q2 2026, its #12 holding.
  • Authentikos Wealth Advisory first reported a position in SMART Earnings Growth 30 ETF in Q4 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held SMART Earnings Growth 30 ETF as of Q2 2026.

Based on Authentikos Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.