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Summit Global Investments’s SGI Dynamic Tactical ETF DYTA Stock Holding History

Summit Global Investments’s Portfolio DYTA Stock Details DYTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$99.5M Buy
3,131,767
+129,435
+4% +$3.96M 5.43% 4
2026
Q1 		$83.9M Buy
3,002,332
+867,584
+41% +$25.2M 4.95% 4
2025
Q4 		$62.3M Buy
2,134,748
+9,174
+0.4% +$269K 3.68% 5
2025
Q3 		$61.7M Sell
2,125,574
-18,350
-0.9% -$521K 3.6% 5
2025
Q2 		$60.1M Buy
2,143,924
+47,653
+2% +$1.31M 3.55% 4
2025
Q1 		$57.9M Buy
2,096,271
+191,979
+10% +$5.4M 4.22% 4
2024
Q4 		$52.8M Buy
1,904,292
+111,391
+6% +$3.47M 3.3% 4
2024
Q3 		$55.6M Buy
1,792,901
+5,374
+0.3% +$162K 3.54% 4
2024
Q2 		$53.7M Sell
1,787,527
-64,192
-3% -$1.86M 3.62% 4
2024
Q1 		$53.9M Sell
1,851,719
-1,716,400
-48% -$47.9M 4.01% 2
2023
Q4 		$96.5M Sell
3,568,119
-531,086
-13% -$13.6M 6.32% 2
2023
Q3 		$102M Buy
4,099,205
+479,113
+13% +$12.4M 6.79% 1
2023
Q2 		$94M Buy
3,620,092
+3,370,904
+1,353% +$85.7M 6.22% 1
2023
Q1 		$6.32M Buy
+249,188
New +$6.29M 0.49% 51

Summit Global Investments's DYTA Position: Q2 2026 in Review

Summit Global Investments increased its SGI Dynamic Tactical ETF (DYTA) stake by 4.3% in Q2 2026, buying an estimated $3.96M and bringing the position to 3,131,767 shares worth $99.5M. The position accounts for 5.43% of the portfolio, ranked #4.

Summit Global Investments first reported a position in DYTA in Q1 2023 and has held it in 14 quarters since. The position peaked at $102M in Q3 2023. 1 fund tracked by Wall St. Rank holds DYTA as of Q2 2026.

  • Summit Global Investments held 3,131,767 shares of SGI Dynamic Tactical ETF worth $99.5M as of Q2 2026.
  • Summit Global Investments bought 129,435 SGI Dynamic Tactical ETF shares in Q2 2026, an estimated $3.96M.
  • SGI Dynamic Tactical ETF made up 5.43% of Summit Global Investments's portfolio in Q2 2026, its #4 holding.
  • Summit Global Investments first reported a position in SGI Dynamic Tactical ETF in Q1 2023 and has held it in 14 quarters since.
  • Summit Global Investments's SGI Dynamic Tactical ETF position peaked at $102M in Q3 2023.
  • 1 fund tracked by Wall St. Rank held SGI Dynamic Tactical ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.