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Strategas Macro Thematic Opportunities Etf shares owned by Advisor OS

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

Historical chart of Advisor OS 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 Advisor OS 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 Advisor OS

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.1M 80k 38.51

More positions owned by Advisor OS

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Specialized Funds Div App Etf (VIG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Apple (AAPL)
Global X Fds 1-3 Month T-bill (CLIP)
Advisors Inner Circle Fd Iii Brown Advisory (BASG)
Northrop Grumman Corporation (NOC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Advisor OS

Top funds holding Strategas Macro Thematic Opportunities Etf

Mainstay Capital Management
Beaumont Financial Advisors
Baird Financial
Envestnet Asset Management
Trilogy Capital
Cambridge Investment Research Advisors
Archford Capital Strategies
One Charles Private Wealth Services
Greenwich Wealth Management
Triangle Securities Wealth Management
Insight Wealth Strategies
Aptus Capital Advisors
D.A. Davidson & Co.
Members Advisory Group
Fidelis Capital Partners

View all funds holding Strategas Macro Thematic Opportunities Etf