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Old Mission Capital’s SGI US Large Cap Core ETF SGLC Stock Holding History

Old Mission Capital’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
2024
Q2 		– Sell
-19,749
Closed -$657K – 1621
2024
Q1 		$657K Buy
+19,749
New +$621K 0.01% 649

Other funds holding SGLC

SGI
Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FNWA
Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return

Old Mission Capital's SGLC Position: Q2 2024 in Review

Old Mission Capital sold out of SGI US Large Cap Core ETF (SGLC) in Q2 2024, closing a stake of 19,749 shares — an estimated $657K sold.

Old Mission Capital first reported a position in SGLC in Q1 2024 and held it in 1 quarter. The position peaked at $657K in Q1 2024. 5 funds tracked by Wall St. Rank hold SGLC as of Q2 2024.

  • Old Mission Capital reported no remaining SGI US Large Cap Core ETF position as of Q2 2024 after selling out during the quarter.
  • Old Mission Capital sold 19,749 SGI US Large Cap Core ETF shares in Q2 2024, an estimated $657K.
  • Old Mission Capital first reported a position in SGI US Large Cap Core ETF in Q1 2024 and held it in 1 quarter.
  • Old Mission Capital's SGI US Large Cap Core ETF position peaked at $657K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held SGI US Large Cap Core ETF as of Q2 2024.

Based on Old Mission Capital's 13F filing for Q2 2024, filed 14 Aug 2024.