SAG
RTAI

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
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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SageView Advisory Group's RTAI Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Rareview Tax Advantaged Income ETF (RTAI) in Q4 2025: 104 shares worth $2.22K. The stake represents ﹤0.01% of the portfolio and ranks #2213 among its holdings.

7 funds tracked by Wall St. Rank hold RTAI as of Q4 2025.

  • SageView Advisory Group held 104 shares of Rareview Tax Advantaged Income ETF worth $2.22K as of Q4 2025.
  • Rareview Tax Advantaged Income ETF was a new SageView Advisory Group position in Q4 2025.
  • Rareview Tax Advantaged Income ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2213 holding.
  • 7 funds tracked by Wall St. Rank held Rareview Tax Advantaged Income ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.