Signature Estate & Investment Advisors’s Frontier Asset Global Small Cap Equity ETF FGSM Stock Holding History

Signature Estate & Investment Advisors’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
2026 Q2	$1.1M	Sell	31,664 -10,235	-24%	-$346K	0.02%	251
2026 Q1	$1.31M	Sell	41,899 -10,749	-20%	-$343K	0.03%	227
2025 Q4	$1.58M	Sell	52,648 -796	-1%	-$23.6K	0.03%	188
2025 Q3	$1.57M	Sell	53,444 -474	-0.9%	-$13.4K	0.03%	191
2025 Q2	$1.45M	Sell	53,918 -10,819	-17%	-$273K	0.03%	188
2025 Q1	$1.59M	Buy	64,737 +11,203	+21%	+$284K	0.04%	162
2024 Q4	$1.35M	Buy	+53,534	New	+$1.35M	0.03%	180

Other funds holding FGSM

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

UWM

Urban Wealth Management El Segundo, California $115M AUM

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Signature Estate & Investment Advisors's FGSM Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Frontier Asset Global Small Cap Equity ETF (FGSM) stake by 24% in Q2 2026, selling an estimated $346K and leaving 31,664 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #251.

Signature Estate & Investment Advisors first reported a position in FGSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.59M in Q1 2025. 9 funds tracked by Wall St. Rank hold FGSM as of Q2 2026.

Signature Estate & Investment Advisors held 31,664 shares of Frontier Asset Global Small Cap Equity ETF worth $1.1M as of Q2 2026.
Signature Estate & Investment Advisors sold 10,235 Frontier Asset Global Small Cap Equity ETF shares in Q2 2026, an estimated $346K.
Frontier Asset Global Small Cap Equity ETF made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #251 holding.
Signature Estate & Investment Advisors first reported a position in Frontier Asset Global Small Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
Signature Estate & Investment Advisors's Frontier Asset Global Small Cap Equity ETF position peaked at $1.59M in Q1 2025.
9 funds tracked by Wall St. Rank held Frontier Asset Global Small Cap Equity ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.