Transamerica Financial Advisors’s SGI US Large Cap Core ETF SGLC Stock Holding History

Transamerica Financial Advisors’s Portfolio SGLC Stock Details SGLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.9K	Sell	561 -109	-16%	-$4.23K	﹤0.01%	796
2025 Q4	$25.7K	Buy	670 +399	+147%	+$14.9K	﹤0.01%	665
2025 Q3	$9.96K	Hold	271	–	–	﹤0.01%	724
2025 Q2	$9.21K	Hold	271	–	–	﹤0.01%	347
2025 Q1	$9K	Hold	271	–	–	﹤0.01%	347
2024 Q4	$9K	Sell	271 -479	-64%	-$17.1K	﹤0.01%	339
2024 Q3	$27K	Sell	750 -7,976	-91%	-$276K	﹤0.01%	321
2024 Q2	$305K	Hold	8,726	–	–	0.03%	181
2024 Q1	$291K	Sell	8,726 -597,238	-99%	-$18.8M	0.03%	203
2023 Q4	$18M	Sell	605,964 -338,123	-36%	-$9.48M	2.48%	6
2023 Q3	$25.5M	Buy	944,087 +109,183	+13%	+$3.03M	3.45%	4
2023 Q2	$22.8M	Buy	+834,904	New	+$21.7M	2.96%	4

Other funds holding SGLC

SGI

Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Transamerica Financial Advisors's SGLC Position: Q1 2026 in Review

Transamerica Financial Advisors reduced its SGI US Large Cap Core ETF (SGLC) stake by 16% in Q1 2026, selling an estimated $4.23K and leaving 561 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Transamerica Financial Advisors first reported a position in SGLC in Q2 2023 and has held it in 12 quarters since. The position peaked at $25.5M in Q3 2023. 7 funds tracked by Wall St. Rank hold SGLC as of Q1 2026.

Transamerica Financial Advisors held 561 shares of SGI US Large Cap Core ETF worth $20.9K as of Q1 2026.
Transamerica Financial Advisors sold 109 SGI US Large Cap Core ETF shares in Q1 2026, an estimated $4.23K.
SGI US Large Cap Core ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #796 holding.
Transamerica Financial Advisors first reported a position in SGI US Large Cap Core ETF in Q2 2023 and has held it in 12 quarters since.
Transamerica Financial Advisors's SGI US Large Cap Core ETF position peaked at $25.5M in Q3 2023.
7 funds tracked by Wall St. Rank held SGI US Large Cap Core ETF as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.