Transamerica Financial Advisors’s SGI Enhanced Core ETF USDX Stock Holding History

Transamerica Financial Advisors’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	$8.78K	Sell	344 -134	-28%	-$3.45K	﹤0.01%	1017
2026 Q1	$12.3K	Sell	478 -1,003	-68%	-$25.7K	﹤0.01%	876
2025 Q4	$37.9K	Buy	1,481 +1,471	+14,710%	+$38.1K	﹤0.01%	587
2025 Q3	$258	Hold	10	–	–	﹤0.01%	1409
2025 Q2	$257	Hold	10	–	–	﹤0.01%	471
2025 Q1	$1K	Hold	10	–	–	﹤0.01%	577
2024 Q4	$1K	Buy	+10	New	+$262	﹤0.01%	574

Other funds holding USDX

SGI

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

BWG

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Transamerica Financial Advisors's USDX Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its SGI Enhanced Core ETF (USDX) stake by 28% in Q2 2026, selling an estimated $3.45K and leaving 344 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Transamerica Financial Advisors first reported a position in USDX in Q4 2024 and has held it in 7 quarters since. The position peaked at $37.9K in Q4 2025. 5 funds tracked by Wall St. Rank hold USDX as of Q2 2026.

Transamerica Financial Advisors held 344 shares of SGI Enhanced Core ETF worth $8.78K as of Q2 2026.
Transamerica Financial Advisors sold 134 SGI Enhanced Core ETF shares in Q2 2026, an estimated $3.45K.
SGI Enhanced Core ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1017 holding.
Transamerica Financial Advisors first reported a position in SGI Enhanced Core ETF in Q4 2024 and has held it in 7 quarters since.
Transamerica Financial Advisors's SGI Enhanced Core ETF position peaked at $37.9K in Q4 2025.
5 funds tracked by Wall St. Rank held SGI Enhanced Core ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.