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Caldwell Trust’s Wedbush Laffer Tengler New Era Value ETF TGLR Stock Holding History

Caldwell Trust’s Portfolio TGLR Stock Details TGLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.1K Buy
+250
New +$9.84K ﹤0.01% 680

Other funds holding TGLR

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $142M AUM 48.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Caldwell Trust's TGLR Position: Q2 2026 in Review

Caldwell Trust opened a new position in Wedbush Laffer Tengler New Era Value ETF (TGLR) in Q2 2026: 250 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #680 among its holdings.

9 funds tracked by Wall St. Rank hold TGLR as of Q2 2026.

  • Caldwell Trust held 250 shares of Wedbush Laffer Tengler New Era Value ETF worth $10.1K as of Q2 2026.
  • Wedbush Laffer Tengler New Era Value ETF was a new Caldwell Trust position in Q2 2026.
  • Wedbush Laffer Tengler New Era Value ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #680 holding.
  • 9 funds tracked by Wall St. Rank held Wedbush Laffer Tengler New Era Value ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.