Sage Investment Counsel LLC historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Sage Investment Counsel LLC opened 15 positions, added to 59, reduced 27 and sold out of 4.
- Q2 2026: Stock EDV; Country of operation —; Class EXTENDED DUR; Shares before 0.
- Q2 2026: Stock GPIQ; Country of operation —; Class NASDA 100 ETF; Shares before 0.
- Q2 2026: Stock VUG; Country of operation —; Class GROWTH ETF; Shares before 0.
- Q2 2026: Stock VOT; Country of operation —; Class MCAP GR IDXVIP; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2055178), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
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