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
Q2 		$9.01M Buy
240,266
+128,000
+114% +$4.36M 1.94% 5
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

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SMART Wealth's SGRT Position: Q2 2026 in Review

SMART Wealth increased its SMART Earnings Growth 30 ETF (SGRT) stake by 114% in Q2 2026, buying an estimated $4.36M and bringing the position to 240,266 shares worth $9.01M. The position accounts for 1.94% of the portfolio, ranked #5.

SMART Wealth first reported a position in SGRT in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold SGRT as of Q2 2026.

  • SMART Wealth held 240,266 shares of SMART Earnings Growth 30 ETF worth $9.01M as of Q2 2026.
  • SMART Wealth bought 128,000 SMART Earnings Growth 30 ETF shares in Q2 2026, an estimated $4.36M.
  • SMART Earnings Growth 30 ETF made up 1.94% of SMART Wealth's portfolio in Q2 2026, its #5 holding.
  • SMART Wealth first reported a position in SMART Earnings Growth 30 ETF in Q3 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held SMART Earnings Growth 30 ETF as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.