Wealthedge Investment Advisors’s SanJac Alpha Core Plus Bond ETF SJCP Stock Holding History

Wealthedge Investment Advisors’s Portfolio SJCP Stock Details SJCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.41M	Sell	56,316 -2,362	-4%	-$59.3K	0.48%	52
2026 Q1	$1.46M	Sell	58,678 -7,180	-11%	-$181K	0.54%	46
2025 Q4	$1.66M	Buy	65,858 +23,578	+56%	+$596K	0.61%	45
2025 Q3	$1.06M	Buy	+42,280	New	+$1.06M	0.4%	70

Other funds holding SJCP

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Wealthedge Investment Advisors's SJCP Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its SanJac Alpha Core Plus Bond ETF (SJCP) stake by 4% in Q2 2026, selling an estimated $59.3K and leaving 56,316 shares worth $1.41M. The position accounts for 0.48% of the portfolio, ranked #52.

Wealthedge Investment Advisors first reported a position in SJCP in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.66M in Q4 2025. 2 funds tracked by Wall St. Rank hold SJCP as of Q2 2026.

Wealthedge Investment Advisors held 56,316 shares of SanJac Alpha Core Plus Bond ETF worth $1.41M as of Q2 2026.
Wealthedge Investment Advisors sold 2,362 SanJac Alpha Core Plus Bond ETF shares in Q2 2026, an estimated $59.3K.
SanJac Alpha Core Plus Bond ETF made up 0.48% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #52 holding.
Wealthedge Investment Advisors first reported a position in SanJac Alpha Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
Wealthedge Investment Advisors's SanJac Alpha Core Plus Bond ETF position peaked at $1.66M in Q4 2025.
2 funds tracked by Wall St. Rank held SanJac Alpha Core Plus Bond ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.