IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Sage Financial Management Group, Inc.ETFConcentrated long-term

CIK: 0001762086 | MCLEAN, VA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR61$364.0M2026-07-24SEC ↗
Q1 2026
13F-HR57$325.4M2026-04-21SEC ↗
Q4 2025
13F-HR58$327.4M2026-02-05SEC ↗
Q3 2025
13F-HR56$313.2M2025-10-23SEC ↗
Q2 2025
13F-HR55$1.5M2025-07-21SEC ↗
Q1 2025
13F-HR56$1.6M2025-04-23SEC ↗
Q4 2024
13F-HR54$1.6M2025-01-23SEC ↗
Q3 2024
13F-HR53$1.6M2024-10-17SEC ↗
Q2 2024
13F-HR14$1.3M2024-07-18SEC ↗
Q1 2024
13F-HR53$1.3M2024-05-01SEC ↗
Q4 2023
13F-HR45$186.3K2024-01-17SEC ↗
Q3 2023
13F-HR42$166.3K2023-10-12SEC ↗
Q2 2023
13F-HR7$16.7K2023-07-19SEC ↗
Q1 2023
13F-HR36$124.2K2023-05-01SEC ↗
Q4 2022
13F-HR41$143.1K2023-01-20SEC ↗
Q3 2022
13F-HR30$113.5K2022-10-24SEC ↗
Q2 2022
13F-HR32$142.9K2022-08-02SEC ↗
Q1 2022
13F-HR30$442.5K2022-04-28SEC ↗
Q4 2021
13F-HR47$450.7K2022-02-08SEC ↗
Q3 2021
13F-HR5$262.7K2021-10-26SEC ↗
Q2 2021
13F-HR27$361.4K2021-08-03SEC ↗
Q1 2021
13F-HR124$521.5K2021-05-11SEC ↗
Q4 2020Amended
13F-HR/A53$128.7K2021-02-08SEC ↗