PAG
LDRX

Private Advisor Group’s SGI Enhanced Market Leaders ETF LDRX Stock Holding History

Private Advisor Group’s Portfolio LDRX Stock Details LDRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-93,003
Closed -$2.85M – 2965
2026
Q1 		$2.85M Hold
93,003
– – 0.01% 884
2025
Q4 		$3.06M Buy
+93,003
New +$3.05M 0.01% 844

Other funds holding LDRX

SGI
Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ICM
Intrepid Capital Management Jacksonville Beach, Florida $282M AUM 25.63% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.4B AUM 23.05% 1-Year Est. Return

Private Advisor Group's LDRX Position: Q2 2026 in Review

Private Advisor Group sold out of SGI Enhanced Market Leaders ETF (LDRX) in Q2 2026, closing a stake of 93,003 shares — an estimated $2.85M sold.

Private Advisor Group first reported a position in LDRX in Q4 2025 and held it in 2 quarters. The position peaked at $3.06M in Q4 2025. 9 funds tracked by Wall St. Rank hold LDRX as of Q2 2026.

  • Private Advisor Group reported no remaining SGI Enhanced Market Leaders ETF position as of Q2 2026 after selling out during the quarter.
  • Private Advisor Group sold 93,003 SGI Enhanced Market Leaders ETF shares in Q2 2026, an estimated $2.85M.
  • Private Advisor Group first reported a position in SGI Enhanced Market Leaders ETF in Q4 2025 and held it in 2 quarters.
  • Private Advisor Group's SGI Enhanced Market Leaders ETF position peaked at $3.06M in Q4 2025.
  • 9 funds tracked by Wall St. Rank held SGI Enhanced Market Leaders ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.