Sage Advisory Services, Ltd.Co. has filed its latest 13F-HR report, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategies and market movements within the advisory services sector.

Company Background

Founded in Texas, Sage Advisory Services is an investment advisory firm that focuses on managing assets for its clients. The company operates under the Central Index Key (CIK) number 0001534378 and is categorized as an 'other' entity type. Sage Advisory Services has consistently filed its quarterly 13F reports, with the most recent submission dated October 29, 2026.

What the Filing Says

The filing reveals that Sage Advisory Services reported a total value of $185,674,000 in assets managed across various investments. The report includes holdings in 42 different securities, primarily focusing on exchange-traded funds (ETFs). Notable investments include:

“The filing includes significant positions in ETFs such as AB Active ETFs Inc's High Yield ETF and Amplify ETF Trust's CWP Enhanced Dividend ETF.”

This diverse portfolio reflects the firm's strategy to leverage the growth potential of ETFs while managing risk through a varied investment approach.

Impact

This update may impact various stakeholders, including clients, competitors, and market analysts. Clients can gain insights into the firm’s investment strategies, which may influence their trust and engagement with Sage Advisory Services. Competitors in the investment advisory sector may also analyze these holdings to gauge market trends and client preferences.

What's Next

The filing does not specify what actions will follow this report. However, it is expected that Sage Advisory Services will continue to monitor and adjust its investment strategies based on market conditions and client needs.

For more details, the filing can be accessed through the SEC under accession number 0001214659-26-013374.