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Wade T. Uloth

Sage Advisory Services, Ltd.co.

Assets Managed
$182.581M
Holdings
42
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
-0.54%(2Q avg: -2.12%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sage Advisory Services, Ltd.co.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 42 positions.

Assets under management

The assets under management (AUM) of Sage Advisory Services, Ltd.co. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 182.581M in assets, with a quarterly growth rate of -0.54% and a 2-quarter average growth rate of -2.12%. The portfolio is managed by Wade T. Uloth, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 53.85%
11.71%
$21.366M
218,224 shares@ $97.91 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -5.74%
11.65%
$21.254M
32,538 shares@ $653.21 avg price
FLBL
Franklin Senior Loan Etf
Recent Activity
Increased 83.84%
9.03%
$16.473M
716,210 shares@ $23.01 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -0.06%
7.08%
$12.923M
283,084 shares@ $45.66 avg price
JMBS
Janus Henderson Mortg Backed
Recent Activity
Increased 2.72%
5.88%
$10.732M
237,532 shares@ $45.19 avg price
PSK
Spdr Ice Preferred Securitie
Recent Activity
Decreased -0.01%
5.84%
$10.655M
345,497 shares@ $30.84 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 27.53%
4.06%
$7.401M
106,101 shares@ $69.76 avg price
KBE
Spdr S&p Bank Etf
Recent Activity
Increased 64.98%
4%
$7.286M
122,355 shares@ $59.55 avg price
RSPN
Invesco S&p 500 Equal Weight
Recent Activity
New Position
3.42%
$6.228M
108,169 shares@ $57.58 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -44.58%
3.13%
$5.702M
62,980 shares@ $90.54 avg price

1-10 of 42