Brookstone Capital Management
SGRT icon

Brookstone Capital Management’s SMART Earnings Growth 30 ETF SGRT Stock Holding History

Brookstone Capital Management’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
Q3 		$3.27M Sell
95,610
-38,307
-29% -$1.25M 0.03% 399
2026
Q2 		$5.02M Buy
133,917
+101,380
+312% +$3.45M 0.05% 326
2026
Q1 		$868K Sell
32,537
-469,728
-94% -$12.8M 0.01% 690
2025
Q4 		$12.6M Buy
502,265
+229,266
+84% +$5.64M 0.14% 172
2025
Q3 		$6.43M Buy
+272,999
New +$5.93M 0.08% 266

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AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Quest 10 Wealth Builders
Quest 10 Wealth Builders Fuquay-Varina, Virginia $135M AUM 16.01% 1-Year Est. Return
Smartleaf Asset Management
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UBS Group
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Morgan Stanley
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Montag & Associates
Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return

Brookstone Capital Management's SGRT Position: Q3 2026 in Review

Brookstone Capital Management reduced its SMART Earnings Growth 30 ETF (SGRT) stake by 29% in Q3 2026, selling an estimated $1.25M and leaving 95,610 shares worth $3.27M. The position accounts for 0.03% of the portfolio, ranked #399.

Brookstone Capital Management first reported a position in SGRT in Q3 2025 and has held it in 5 quarters since. The position peaked at $12.6M in Q4 2025. 10 funds tracked by Wall St. Rank hold SGRT as of Q3 2026.

  • Brookstone Capital Management held 95,610 shares of SMART Earnings Growth 30 ETF worth $3.27M as of Q3 2026.
  • Brookstone Capital Management sold 38,307 SMART Earnings Growth 30 ETF shares in Q3 2026, an estimated $1.25M.
  • SMART Earnings Growth 30 ETF made up 0.03% of Brookstone Capital Management's portfolio in Q3 2026, its #399 holding.
  • Brookstone Capital Management first reported a position in SMART Earnings Growth 30 ETF in Q3 2025 and has held it in 5 quarters since.
  • Brookstone Capital Management's SMART Earnings Growth 30 ETF position peaked at $12.6M in Q4 2025.
  • 10 funds tracked by Wall St. Rank held SMART Earnings Growth 30 ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.