SWMG LLC’s Pictet AI Enhanced US Equity ETF PQUS Stock Holding History

SWMG LLC’s Portfolio PQUS Stock Details PQUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.29M	Buy	+45,140	New	+$1.28M	0.28%	33

Other funds holding PQUS

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Fulcrum Equity Management Plano, Texas $126M AUM 32.55% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $335M AUM 15.41% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

SWMG LLC's PQUS Position: Q3 2026 in Review

SWMG LLC opened a new position in Pictet AI Enhanced US Equity ETF (PQUS) in Q3 2026: 45,140 shares worth $1.29M. The stake represents 0.28% of the portfolio and ranks #33 among its holdings.

11 funds tracked by Wall St. Rank hold PQUS as of Q3 2026.

SWMG LLC held 45,140 shares of Pictet AI Enhanced US Equity ETF worth $1.29M as of Q3 2026.
Pictet AI Enhanced US Equity ETF was a new SWMG LLC position in Q3 2026.
Pictet AI Enhanced US Equity ETF made up 0.28% of SWMG LLC's portfolio in Q3 2026, its #33 holding.
11 funds tracked by Wall St. Rank held Pictet AI Enhanced US Equity ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.