Summit Global Investments’s SGI Enhanced Core ETF USDX Stock Holding History

Summit Global Investments’s Portfolio USDX Stock Details USDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$222M	Sell	8,719,186 -1,118,518	-11%	-$28.8M	12.14%	2
2026 Q1	$252M	Sell	9,837,704 -2,126,507	-18%	-$54.5M	14.89%	1
2025 Q4	$306M	Buy	11,964,211 +232,117	+2%	+$6.01M	18.12%	1
2025 Q3	$303M	Sell	11,732,094 -5,688,970	-33%	-$146M	17.68%	1
2025 Q2	$447M	Buy	17,421,064 +4,302,619	+33%	+$110M	26.35%	1
2025 Q1	$337M	Buy	13,118,445 +7,287,558	+125%	+$187M	24.52%	1
2024 Q4	$149M	Buy	5,830,887 +660,739	+13%	+$17.3M	9.32%	1
2024 Q3	$135M	Buy	5,170,148 +1,286,476	+33%	+$33.1M	8.58%	1
2024 Q2	$99.4M	Buy	3,883,672 +2,034,290	+110%	+$51.6M	6.71%	1
2024 Q1	$46.4M	Buy	+1,849,382	New	+$46.4M	3.45%	5

Other funds holding USDX

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

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

Summit Global Investments reduced its SGI Enhanced Core ETF (USDX) stake by 11% in Q2 2026, selling an estimated $28.8M and leaving 8,719,186 shares worth $222M. The position accounts for 12.14% of the portfolio, ranked #2.

Summit Global Investments first reported a position in USDX in Q1 2024 and has held it in 10 quarters since. The position peaked at $447M in Q2 2025. 2 funds tracked by Wall St. Rank hold USDX as of Q2 2026.

Summit Global Investments held 8,719,186 shares of SGI Enhanced Core ETF worth $222M as of Q2 2026.
Summit Global Investments sold 1,118,518 SGI Enhanced Core ETF shares in Q2 2026, an estimated $28.8M.
SGI Enhanced Core ETF made up 12.14% of Summit Global Investments's portfolio in Q2 2026, its #2 holding.
Summit Global Investments first reported a position in SGI Enhanced Core ETF in Q1 2024 and has held it in 10 quarters since.
Summit Global Investments's SGI Enhanced Core ETF position peaked at $447M in Q2 2025.
2 funds tracked by Wall St. Rank held SGI Enhanced Core ETF as of Q2 2026.

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