Plante Moran Financial Advisors’s SMART Earnings Growth 30 ETF SGRT Stock Holding History

Plante Moran Financial Advisors’s Portfolio SGRT Stock Details SGRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.31K	Buy	+35	New	+$1.19K	﹤0.01%	828

Other funds holding SGRT

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return

Plante Moran Financial Advisors's SGRT Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in SMART Earnings Growth 30 ETF (SGRT) in Q2 2026: 35 shares worth $1.31K. The stake represents ﹤0.01% of the portfolio and ranks #828 among its holdings.

15 funds tracked by Wall St. Rank hold SGRT as of Q2 2026.

Plante Moran Financial Advisors held 35 shares of SMART Earnings Growth 30 ETF worth $1.31K as of Q2 2026.
SMART Earnings Growth 30 ETF was a new Plante Moran Financial Advisors position in Q2 2026.
SMART Earnings Growth 30 ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #828 holding.
15 funds tracked by Wall St. Rank held SMART Earnings Growth 30 ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.