WANY
LDRX

Wealthspire Advisors (New York)’s SGI Enhanced Market Leaders ETF LDRX Stock Holding History

Wealthspire Advisors (New York)’s Portfolio LDRX Stock Details LDRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$657K Hold
21,420
– – 0.01% 499
2025
Q4 		$705K Sell
21,420
-349
-2% -$11.4K 0.01% 517
2025
Q3 		$696K Hold
21,769
– – ﹤0.01% 463
2025
Q2 		$640K Buy
+21,769
New +$611K ﹤0.01% 479

Other funds holding LDRX

SGI
Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ICM
Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.14B AUM 18.39% 1-Year Est. Return

Wealthspire Advisors (New York)'s LDRX Position: Q1 2026 in Review

Wealthspire Advisors (New York) held its SGI Enhanced Market Leaders ETF (LDRX) position steady in Q1 2026 at 21,420 shares worth $657K. The position accounts for 0.01% of the portfolio, ranked #499.

Wealthspire Advisors (New York) first reported a position in LDRX in Q2 2025 and has held it in 4 quarters since. The position peaked at $705K in Q4 2025. 11 funds tracked by Wall St. Rank hold LDRX as of Q1 2026.

  • Wealthspire Advisors (New York) held 21,420 shares of SGI Enhanced Market Leaders ETF worth $657K as of Q1 2026.
  • Wealthspire Advisors (New York) left its SGI Enhanced Market Leaders ETF share count unchanged in Q1 2026.
  • SGI Enhanced Market Leaders ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #499 holding.
  • Wealthspire Advisors (New York) first reported a position in SGI Enhanced Market Leaders ETF in Q2 2025 and has held it in 4 quarters since.
  • Wealthspire Advisors (New York)'s SGI Enhanced Market Leaders ETF position peaked at $705K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held SGI Enhanced Market Leaders ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.