Wells Fargo
LDRX

Wells Fargo’s SGI Enhanced Market Leaders ETF LDRX Stock Holding History

Wells Fargo’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
Q2 		$4.16M Sell
117,699
-24,940
-17% -$862K ﹤0.01% 3017
2026
Q1 		$4.37M Sell
142,639
-12,691
-8% -$408K ﹤0.01% 2705
2025
Q4 		$5.11M Sell
155,330
-5,760
-4% -$189K ﹤0.01% 2661
2025
Q3 		$5.15M Sell
161,090
-11,510
-7% -$352K ﹤0.01% 2552
2025
Q2 		$5.08M Buy
+172,600
New +$4.84M ﹤0.01% 2458

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 $672B AUM 33.48% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ICM
Intrepid Capital Management Jacksonville Beach, Florida $282M AUM 25.63% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.4B AUM 23.05% 1-Year Est. Return

Wells Fargo's LDRX Position: Q2 2026 in Review

Wells Fargo reduced its SGI Enhanced Market Leaders ETF (LDRX) stake by 17% in Q2 2026, selling an estimated $862K and leaving 117,699 shares worth $4.16M. The position accounts for ﹤0.01% of the portfolio, ranked #3017.

Wells Fargo first reported a position in LDRX in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.15M in Q3 2025. 9 funds tracked by Wall St. Rank hold LDRX as of Q2 2026.

  • Wells Fargo held 117,699 shares of SGI Enhanced Market Leaders ETF worth $4.16M as of Q2 2026.
  • Wells Fargo sold 24,940 SGI Enhanced Market Leaders ETF shares in Q2 2026, an estimated $862K.
  • SGI Enhanced Market Leaders ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #3017 holding.
  • Wells Fargo first reported a position in SGI Enhanced Market Leaders ETF in Q2 2025 and has held it in 5 quarters since.
  • Wells Fargo's SGI Enhanced Market Leaders ETF position peaked at $5.15M in Q3 2025.
  • 9 funds tracked by Wall St. Rank held SGI Enhanced Market Leaders ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.