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Wade T. Uloth

Sage Advisory Services, Ltd.co.

Assets Managed
$203.244M
Holdings
46
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
11.32%(2Q avg: 5.39%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sage Advisory Services, Ltd.co.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 46 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 203.244M in assets, with a quarterly growth rate of 11.32% and a 2-quarter average growth rate of 5.39%. The portfolio is managed by Wade T. Uloth, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 24.99%
14.99%
$30.456M
40,668 shares@ $748.9 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 5.37%
13.47%
$27.359M
229,926 shares@ $119.0 avg price
FLBL
Franklin Senior Loan Etf
Recent Activity
Decreased -3.08%
7.83%
$15.91M
694,133 shares@ $22.93 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 2.46%
7.2%
$14.615M
290,047 shares@ $50.39 avg price
JMBS
Janus Henderson Mortg Backed
Recent Activity
Increased 7.94%
5.68%
$11.534M
256,374 shares@ $44.99 avg price
PSK
Spdr Ice Preferred Securitie
Recent Activity
Increased 7.92%
5.61%
$11.383M
372,859 shares@ $30.53 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -2.32%
4.23%
$8.585M
103,630 shares@ $82.85 avg price
JSI
Jh Securitized Income Etf
Recent Activity
Increased 7.98%
2.83%
$5.744M
112,161 shares@ $51.22 avg price
CARY
Angel Oak Income Etf
Recent Activity
Increased 7.07%
2.81%
$5.701M
274,360 shares@ $20.78 avg price
IHF
Ishares U.s. Healthcare Prov
Recent Activity
Decreased -6.3%
2.68%
$5.428M
98,098 shares@ $55.34 avg price

1-10 of 46