Sage Mountain Advisors’s CornerCap Fundametrics Large-Cap ETF FUNL Stock Holding History

Sage Mountain Advisors’s Portfolio FUNL Stock Details FUNL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,371	Closed	-$251K	–	403
2025 Q4	$251K	Sell	5,371 -147	-3%	-$6.83K	0.01%	433
2025 Q3	$255K	Hold	5,518	–	–	0.01%	411
2025 Q2	$240K	Hold	5,518	–	–	0.02%	372
2025 Q1	$229K	Hold	5,518	–	–	0.02%	351
2024 Q4	$230K	Hold	5,518	–	–	0.02%	350
2024 Q3	$232K	Hold	5,518	–	–	0.02%	352
2024 Q2	$213K	Sell	5,518 -30	-0.5%	-$1.15K	0.02%	324
2024 Q1	$220K	Hold	5,548	–	–	0.02%	303
2023 Q4	$203K	Buy	+5,548	New	+$190K	0.02%	263

Sage Mountain Advisors's FUNL Position: Q1 2026 in Review

Sage Mountain Advisors sold out of CornerCap Fundametrics Large-Cap ETF (FUNL) in Q1 2026, closing a stake of 5,371 shares — an estimated $251K sold.

Sage Mountain Advisors first reported a position in FUNL in Q4 2023 and held it in 9 quarters. The position peaked at $255K in Q3 2025. 0 funds tracked by Wall St. Rank hold FUNL as of Q1 2026.

Sage Mountain Advisors reported no remaining CornerCap Fundametrics Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
Sage Mountain Advisors sold 5,371 CornerCap Fundametrics Large-Cap ETF shares in Q1 2026, an estimated $251K.
Sage Mountain Advisors first reported a position in CornerCap Fundametrics Large-Cap ETF in Q4 2023 and held it in 9 quarters.
Sage Mountain Advisors's CornerCap Fundametrics Large-Cap ETF position peaked at $255K in Q3 2025.
0 funds tracked by Wall St. Rank held CornerCap Fundametrics Large-Cap ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.