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Highland Global mf closed and mf open shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Highland Global mf closed and mf open (HGLB) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Highland Global mf closed and mf open

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All positions including Highland Global mf closed and mf open held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Highland Global mf closed and mf open by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.0k 659 9.13

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Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

Top funds holding Highland Global mf closed and mf open

Raymond James Financial
LPL Financial
Deschutes Portfolio Strategy
Advisor Group Holdings
NWF Advisory Services
Goss Wealth Management
Quantedge Capital Pte
Sovereign Financial Group
UBS Group
Oppenheimer & Co
Cambridge Investment Research Advisors
Pnc Financial Services
Capital Investment Advisors
Shaker Financial Services
Summit Financial

View all funds holding Highland Global mf closed and mf open