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FGSM

MLG Wealth Management DBA Pine Grove Financial Group’s Frontier Asset Global Small Cap Equity ETF FGSM Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’s Portfolio FGSM Stock Details FGSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$27.9M Buy
+926,608
New +$27.5M 3.36% 6

Other funds holding FGSM

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
UWM
Urban Wealth Management El Segundo, California $115M AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's FGSM Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Frontier Asset Global Small Cap Equity ETF (FGSM) in Q4 2025: 926,608 shares worth $27.9M. The stake represents 3.36% of the portfolio and ranks #6 among its holdings.

15 funds tracked by Wall St. Rank hold FGSM as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 926,608 shares of Frontier Asset Global Small Cap Equity ETF worth $27.9M as of Q4 2025.
  • Frontier Asset Global Small Cap Equity ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • Frontier Asset Global Small Cap Equity ETF made up 3.36% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #6 holding.
  • 15 funds tracked by Wall St. Rank held Frontier Asset Global Small Cap Equity ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.