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
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 $1.69B AUM 12.13% 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
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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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

Wells Fargo's LDRX Position: Q1 2026 in Review

Wells Fargo reduced its SGI Enhanced Market Leaders ETF (LDRX) stake by 8.2% in Q1 2026, selling an estimated $408K and leaving 142,639 shares worth $4.37M. The position accounts for ﹤0.01% of the portfolio, ranked #2705.

Wells Fargo first reported a position in LDRX in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.15M in Q3 2025. 11 funds tracked by Wall St. Rank hold LDRX as of Q1 2026.

  • Wells Fargo held 142,639 shares of SGI Enhanced Market Leaders ETF worth $4.37M as of Q1 2026.
  • Wells Fargo sold 12,691 SGI Enhanced Market Leaders ETF shares in Q1 2026, an estimated $408K.
  • SGI Enhanced Market Leaders ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #2705 holding.
  • Wells Fargo first reported a position in SGI Enhanced Market Leaders ETF in Q2 2025 and has held it in 4 quarters since.
  • Wells Fargo's SGI Enhanced Market Leaders ETF position peaked at $5.15M in Q3 2025.
  • 11 funds tracked by Wall St. Rank held SGI Enhanced Market Leaders ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.