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Sage Mountain Advisors’s BlackRock Large Cap Value ETF BLCV Stock Holding History

Sage Mountain Advisors’s Portfolio BLCV Stock Details BLCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,897
Closed -$249K – 306
2026
Q1 		$249K Buy
+6,897
New +$261K 0.02% 181

Other funds holding BLCV

EWA
EP Wealth Advisors Torrance, California $26.2B AUM
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SA
Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Sage Mountain Advisors's BLCV Position: Q2 2026 in Review

Sage Mountain Advisors sold out of BlackRock Large Cap Value ETF (BLCV) in Q2 2026, closing a stake of 6,897 shares — an estimated $249K sold.

Sage Mountain Advisors first reported a position in BLCV in Q1 2026 and held it in 1 quarter. The position peaked at $249K in Q1 2026. 34 funds tracked by Wall St. Rank hold BLCV as of Q2 2026.

  • Sage Mountain Advisors reported no remaining BlackRock Large Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 6,897 BlackRock Large Cap Value ETF shares in Q2 2026, an estimated $249K.
  • Sage Mountain Advisors first reported a position in BlackRock Large Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Sage Mountain Advisors's BlackRock Large Cap Value ETF position peaked at $249K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held BlackRock Large Cap Value ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.