Sage Capital Management’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

Sage Capital Management’s Portfolio COPY Stock Details COPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$218K	Buy	+14,800	New	+$216K	0.09%	142

Other funds holding COPY

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $297M AUM

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Sage Capital Management's COPY Position: Q2 2026 in Review

Sage Capital Management opened a new position in Tweedy Browne Insider + Value ETF (COPY) in Q2 2026: 14,800 shares worth $218K. The stake represents 0.09% of the portfolio and ranks #142 among its holdings.

10 funds tracked by Wall St. Rank hold COPY as of Q2 2026.

Sage Capital Management held 14,800 shares of Tweedy Browne Insider + Value ETF worth $218K as of Q2 2026.
Tweedy Browne Insider + Value ETF was a new Sage Capital Management position in Q2 2026.
Tweedy Browne Insider + Value ETF made up 0.09% of Sage Capital Management's portfolio in Q2 2026, its #142 holding.
10 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.