SAGE PRIVATE WEALTH GROUP, LLC

Position in RVT — Royce Small-Cap Trust, Inc.

CIK 1845635 OAKBROOK TERRACE, IL

Position in RVT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$269,421

+$35,693 QoQ

Shares Held

14,587

+3.6% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#138

of 208 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SAGE PRIVATE WEALTH GROUP, LLC holds $619,733 across 3 Asset Management names. RVT ranks #1 (43.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RVT	Royce Small-Cap Trust, Inc. This page	14,587	$269,421
2	NAD	Nuveen Quality Municipal Income Fund	16,787	$203,458
3	NVG	Nuveen AMT-Free Municipal Credit Income Fund	11,473	$146,854

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,421	14,587	+3.6%	Shares	Sole	2026-08-06
2026-03-31	$233,728	14,080	—	Shares	Sole	2026-05-01
No filing history on record for this holder in this stock.