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Strategas Macro Thematic Opportunities Etf shares owned by CI Private Wealth

Quarter-by-quarter ownership of Strategas Macro Thematic Opportunities Etf (SAMT) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Strategas Macro Thematic Opportunities Etf

Tip: Access up to 7 years of quarterly data

All positions including Strategas Macro Thematic Opportunities Etf held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategas Macro Thematic Opportunities Etf by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 107k 23.05
2023-09-30 $2.5M 113k 22.43
2023-06-30 $2.6M 114k 23.33
2023-03-31 $2.6M 116k 22.33
2022-12-31 $2.5M 110k 23.10

More positions owned by CI Private Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
UnitedHealth (UNH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)

View all positions for CI Private Wealth

Top funds holding Strategas Macro Thematic Opportunities Etf

Beaumont Financial Advisors
Baird Financial
Triangle Securities Wealth Management
Archford Capital Strategies
CI Private Wealth
Fortem Financial Group
Armor Investment Advisors
Greenwich Wealth Management
Cambridge Advisors
Captrust Financial Advisors
Fiduciary Trust Company
Mutual Advisors
UBS Group
Parallel Advisors

View all funds holding Strategas Macro Thematic Opportunities Etf