SW
SGRT

SMART Wealth’s SMART Earnings Growth 30 ETF SGRT Stock Holding History

SMART Wealth’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
Q1 		$3M Sell
112,266
-75,970
-40% -$2.07M 0.88% 36
2025
Q4 		$4.71M Buy
188,236
+33,293
+21% +$819K 1.44% 17
2025
Q3 		$3.65M Buy
+154,943
New +$3.37M 1.38% 22

Other funds holding SGRT

AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return

SMART Wealth's SGRT Position: Q1 2026 in Review

SMART Wealth reduced its SMART Earnings Growth 30 ETF (SGRT) stake by 40% in Q1 2026, selling an estimated $2.07M and leaving 112,266 shares worth $3M. The position accounts for 0.88% of the portfolio, ranked #36.

SMART Wealth first reported a position in SGRT in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.71M in Q4 2025. 8 funds tracked by Wall St. Rank hold SGRT as of Q1 2026.

  • SMART Wealth held 112,266 shares of SMART Earnings Growth 30 ETF worth $3M as of Q1 2026.
  • SMART Wealth sold 75,970 SMART Earnings Growth 30 ETF shares in Q1 2026, an estimated $2.07M.
  • SMART Earnings Growth 30 ETF made up 0.88% of SMART Wealth's portfolio in Q1 2026, its #36 holding.
  • SMART Wealth first reported a position in SMART Earnings Growth 30 ETF in Q3 2025 and has held it in 3 quarters since.
  • SMART Wealth's SMART Earnings Growth 30 ETF position peaked at $4.71M in Q4 2025.
  • 8 funds tracked by Wall St. Rank held SMART Earnings Growth 30 ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.