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Strategas Macro Thematic Opportunities Etf shares owned by BigSur Wealth Management

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

Historical chart of BigSur Wealth Management 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 BigSur Wealth Management 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 BigSur Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 23k 47.74

More positions owned by BigSur Wealth Management

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl A (BRK.A)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
JPMorgan Chase & Co. (JPM)
Palo Alto Networks (PANW)
Ishares Tr Russell 3000 Etf (IWV)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Apple (AAPL)
Select Sector Spdr Tr St Str Care Etf (XLV)
Ge Vernova (GEV)
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for BigSur Wealth Management

Top funds holding Strategas Macro Thematic Opportunities Etf

Envestnet Asset Management
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Thrivent Financial for Lutherans
Cambridge Investment Research Advisors
One Charles Private Wealth Services
Greenwich Wealth Management
Royal Bank of Canada
Triangle Securities Wealth Management
Archford Capital Strategies
Insight Wealth Strategies
Aptus Capital Advisors

View all funds holding Strategas Macro Thematic Opportunities Etf