Tucker Asset Management’s SGI US Large Cap Core ETF SGLC Stock Holding History

Tucker Asset Management’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
2024 Q1	–	Sell	-796	Closed	-$23.6K	–	1760
2023 Q4	$23.6K	Buy	+796	New	+$22.3K	0.01%	494

Other funds holding SGLC

SGI

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

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

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

Tucker Asset Management's SGLC Position: Q1 2024 in Review

Tucker Asset Management sold out of SGI US Large Cap Core ETF (SGLC) in Q1 2024, closing a stake of 796 shares — an estimated $23.6K sold.

Tucker Asset Management first reported a position in SGLC in Q4 2023 and held it in 1 quarter. The position peaked at $23.6K in Q4 2023. 7 funds tracked by Wall St. Rank hold SGLC as of Q1 2024.

Tucker Asset Management reported no remaining SGI US Large Cap Core ETF position as of Q1 2024 after selling out during the quarter.
Tucker Asset Management sold 796 SGI US Large Cap Core ETF shares in Q1 2024, an estimated $23.6K.
Tucker Asset Management first reported a position in SGI US Large Cap Core ETF in Q4 2023 and held it in 1 quarter.
Tucker Asset Management's SGI US Large Cap Core ETF position peaked at $23.6K in Q4 2023.
7 funds tracked by Wall St. Rank held SGI US Large Cap Core ETF as of Q1 2024.

Based on Tucker Asset Management's 13F filing for Q1 2024, filed 9 Aug 2024.