SageView Advisory Group’s Rareview Tax Advantaged Income ETF RTAI Stock Holding History

SageView Advisory Group’s Portfolio RTAI Stock Details RTAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-104	Closed	-$2.22K	–	2055
2025 Q4	$2.22K	Buy	+104	New	+$2.21K	﹤0.01%	2213

Other funds holding RTAI

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

SageView Advisory Group's RTAI Position: Q1 2026 in Review

SageView Advisory Group sold out of Rareview Tax Advantaged Income ETF (RTAI) in Q1 2026, closing a stake of 104 shares — an estimated $2.22K sold.

SageView Advisory Group first reported a position in RTAI in Q4 2025 and held it in 1 quarter. The position peaked at $2.22K in Q4 2025. 6 funds tracked by Wall St. Rank hold RTAI as of Q1 2026.

SageView Advisory Group reported no remaining Rareview Tax Advantaged Income ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 104 Rareview Tax Advantaged Income ETF shares in Q1 2026, an estimated $2.22K.
SageView Advisory Group first reported a position in Rareview Tax Advantaged Income ETF in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Rareview Tax Advantaged Income ETF position peaked at $2.22K in Q4 2025.
6 funds tracked by Wall St. Rank held Rareview Tax Advantaged Income ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.