Loading BSD 13F portfolios...
Elite Manager Tracking
The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Sage Advice 2Q26 Market Review and Outlook
Value
—
Stocks
19 Stocks
Turnover
0.0%
Top Holdings
FLCA(37.15%) ERTH(9.95%) GRID(8.44%) XLY(7.12%) CWI(7.03%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| FLCA | None | FRANKLIN TEMPLETON ETF TR | General | $15.9M | 0 | 37.1% | 0 | No Change |
| ERTH | None | INVESCO EXCHANGE TRADED FD T | Industrials | $4.3M | 0 | 9.9% | 0 | No Change |
| GRID | None | energy infrastructure | Industrials | $3.6M | 0 | 8.4% | 0 | No Change |
| XLY | None | Consumer Disc | General | $3.0M | 0 | 7.1% | 0 | No Change |
| CWI | None | SPDR INDEX SHS FDS | General | $3.0M | 0 | 7.0% | 0 | No Change |
| GSY | None | Invesco Ultra Short Duration E | General | $2.9M | 0 | 6.8% | 0 | No Change |
| JAVA | None | J P MORGAN EXCHANGE TRADED F | Industrials | $2.8M | 0 | 6.6% | 0 | No Change |
| SRLN | None | SSGA ACTIVE ETF TR | General | $1.7M | 0 | 4.0% | 0 | No Change |
| HYLB | None | DBX ETF TR | General | $1.1M | 0 | 2.5% | 0 | No Change |
| VOTE | None | TCW ETF TRUST | General | $914K | 0 | 2.1% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| SPDWSPDR Portfolio Developed World ex-US ETF - US ETP | $14615.0M | -100.0% | 0.0% | Sold Out |
| PSKState Street SPDR ICE Preferred Securities ETF | $11383.0M | -100.0% | 0.0% | Sold Out |
| JAAAJanus Henderson AAA CLO ETF | $3914.0M | -100.0% | 0.0% | Sold Out |
| FANFIRST TR EXCHANGE-TRADED FD | $3614.0M | -100.0% | 0.0% | Sold Out |
| XLEXLE ETF | $3049.0M | -100.0% | 0.0% | Sold Out |
| SPEMSpdr Portfolio Emerging Markets Etf - US ETP | $3011.0M | -100.0% | 0.0% | Sold Out |
| BBUSJ P MORGAN EXCHANGE TRADED F | $2840.0M | -100.0% | 0.0% | Sold Out |
| JPSTJPMorgan Ultra-Short Income ETF | $2840.0M | -100.0% | 0.0% | Sold Out |
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| General | 13 | $31.2M | 72.9% |
| Industrials | 6 | $11.6M | 27.1% |