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

Laffer Tengler Investments’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 Q1	$1.97M	Buy	54,382 +11,374	+26%	+$425K	0.29%	87
2025 Q4	$1.55M	Buy	43,008 +524	+1%	+$18.8K	0.24%	90
2025 Q3	$1.51M	Buy	42,484 +184	+0.4%	+$6.23K	0.24%	91
2025 Q2	$1.36M	Buy	42,300 +7,543	+22%	+$222K	0.24%	94
2025 Q1	$1,000K	Sell	34,757 -68	-0.2%	-$2.06K	0.21%	88
2024 Q4	$1.03M	Sell	34,825 -7,183	-17%	-$217K	0.2%	91
2024 Q3	$1.25M	Sell	42,008 -2,953	-7%	-$83.5K	0.25%	93
2024 Q2	$1.24M	Buy	44,961 +20,445	+83%	+$549K	0.27%	93
2024 Q1	$670K	Buy	24,516 +23,628	+2,661%	+$616K	0.17%	101
2023 Q4	$22.4K	Buy	888 +273	+44%	+$6.45K	0.01%	247
2023 Q3	$14.2K	Buy	+615	New	+$14.6K	﹤0.01%	274

Other funds holding TGLR

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

SAM

Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Laffer Tengler Investments's TGLR Position: Q1 2026 in Review

Laffer Tengler Investments increased its Wedbush Laffer Tengler New Era Value ETF (TGLR) stake by 26% in Q1 2026, buying an estimated $425K and bringing the position to 54,382 shares worth $1.97M. The position accounts for 0.29% of the portfolio, ranked #87.

Laffer Tengler Investments first reported a position in TGLR in Q3 2023 and has held it in 11 quarters since. 8 funds tracked by Wall St. Rank hold TGLR as of Q1 2026.

Laffer Tengler Investments held 54,382 shares of Wedbush Laffer Tengler New Era Value ETF worth $1.97M as of Q1 2026.
Laffer Tengler Investments bought 11,374 Wedbush Laffer Tengler New Era Value ETF shares in Q1 2026, an estimated $425K.
Wedbush Laffer Tengler New Era Value ETF made up 0.29% of Laffer Tengler Investments's portfolio in Q1 2026, its #87 holding.
Laffer Tengler Investments first reported a position in Wedbush Laffer Tengler New Era Value ETF in Q3 2023 and has held it in 11 quarters since.
8 funds tracked by Wall St. Rank held Wedbush Laffer Tengler New Era Value ETF as of Q1 2026.

Based on Laffer Tengler Investments's 13F filing for Q1 2026, filed 13 May 2026.