BWG
USDX icon

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
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 $1.69B AUM 12.13% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
ACM
Andina Capital Management Lehi, Utah $113M AUM 7.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Beta Wealth Group's USDX Position: Q1 2026 in Review

Beta Wealth Group increased its SGI Enhanced Core ETF (USDX) stake by 50% in Q1 2026, buying an estimated $737K and bringing the position to 85,993 shares worth $2.21M. The position accounts for 0.91% of the portfolio, ranked #25.

Beta Wealth Group first reported a position in USDX in Q3 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold USDX as of Q1 2026.

  • Beta Wealth Group held 85,993 shares of SGI Enhanced Core ETF worth $2.21M as of Q1 2026.
  • Beta Wealth Group bought 28,778 SGI Enhanced Core ETF shares in Q1 2026, an estimated $737K.
  • SGI Enhanced Core ETF made up 0.91% of Beta Wealth Group's portfolio in Q1 2026, its #25 holding.
  • Beta Wealth Group first reported a position in SGI Enhanced Core ETF in Q3 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held SGI Enhanced Core ETF as of Q1 2026.

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