Wealthedge Investment Advisors’s SanJac Alpha Low Duration ETF SJLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.39M	Sell	55,561 -2,377	-4%	-$60.3K	0.47%	53
2026 Q1	$1.46M	Sell	57,938 -7,344	-11%	-$186K	0.54%	47
2025 Q4	$1.65M	Buy	65,282 +36,531	+127%	+$929K	0.61%	47
2025 Q3	$728K	Buy	+28,751	New	+$728K	0.28%	85

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

Wealthedge Investment Advisors reduced its SanJac Alpha Low Duration ETF (SJLD) stake by 4.1% in Q2 2026, selling an estimated $60.3K and leaving 55,561 shares worth $1.39M. The position accounts for 0.47% of the portfolio, ranked #53.

Wealthedge Investment Advisors first reported a position in SJLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.65M in Q4 2025. 1 fund tracked by Wall St. Rank holds SJLD as of Q2 2026.

Wealthedge Investment Advisors held 55,561 shares of SanJac Alpha Low Duration ETF worth $1.39M as of Q2 2026.
Wealthedge Investment Advisors sold 2,377 SanJac Alpha Low Duration ETF shares in Q2 2026, an estimated $60.3K.
SanJac Alpha Low Duration ETF made up 0.47% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #53 holding.
Wealthedge Investment Advisors first reported a position in SanJac Alpha Low Duration ETF in Q3 2025 and has held it in 4 quarters since.
Wealthedge Investment Advisors's SanJac Alpha Low Duration ETF position peaked at $1.65M in Q4 2025.
1 fund tracked by Wall St. Rank held SanJac Alpha Low Duration ETF as of Q2 2026.

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