Beta Wealth Group’s SGI Enhanced Core ETF USDX Stock Holding History

Beta Wealth Group’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
2026 Q2	$2.15M	Sell	84,291 -1,702	-2%	-$43.8K	0.81%	27
2026 Q1	$2.21M	Buy	85,993 +28,778	+50%	+$737K	0.91%	25
2025 Q4	$1.47M	Buy	57,215 +4,117	+8%	+$107K	0.59%	41
2025 Q3	$1.37M	Buy	+53,098	New	+$1.37M	0.54%	42

Other funds holding USDX

SGI

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Beta Wealth Group's USDX Position: Q2 2026 in Review

Beta Wealth Group reduced its SGI Enhanced Core ETF (USDX) stake by 2% in Q2 2026, selling an estimated $43.8K and leaving 84,291 shares worth $2.15M. The position accounts for 0.81% of the portfolio, ranked #27.

Beta Wealth Group first reported a position in USDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.21M in Q1 2026. 5 funds tracked by Wall St. Rank hold USDX as of Q2 2026.

Beta Wealth Group held 84,291 shares of SGI Enhanced Core ETF worth $2.15M as of Q2 2026.
Beta Wealth Group sold 1,702 SGI Enhanced Core ETF shares in Q2 2026, an estimated $43.8K.
SGI Enhanced Core ETF made up 0.81% of Beta Wealth Group's portfolio in Q2 2026, its #27 holding.
Beta Wealth Group first reported a position in SGI Enhanced Core ETF in Q3 2025 and has held it in 4 quarters since.
Beta Wealth Group's SGI Enhanced Core ETF position peaked at $2.21M in Q1 2026.
5 funds tracked by Wall St. Rank held SGI Enhanced Core ETF as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.