IMA Advisory Services’s SGI US Large Cap Core ETF SGLC Stock Holding History

IMA Advisory Services’s Portfolio SGLC Stock Details SGLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$66.5K	Buy	+1,525	New	+$64K	﹤0.01%	473

Other funds holding SGLC

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TFA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IMA Advisory Services's SGLC Position: Q2 2026 in Review

IMA Advisory Services opened a new position in SGI US Large Cap Core ETF (SGLC) in Q2 2026: 1,525 shares worth $66.5K. The stake represents ﹤0.01% of the portfolio and ranks #473 among its holdings.

7 funds tracked by Wall St. Rank hold SGLC as of Q2 2026.

IMA Advisory Services held 1,525 shares of SGI US Large Cap Core ETF worth $66.5K as of Q2 2026.
SGI US Large Cap Core ETF was a new IMA Advisory Services position in Q2 2026.
SGI US Large Cap Core ETF made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #473 holding.
7 funds tracked by Wall St. Rank held SGI US Large Cap Core ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.