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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

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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
2024-06-30 $809k 31k 26.17
2024-03-31 $1.4M 56k 25.38
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

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JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
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Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Visa Com Cl A (V)
UnitedHealth (UNH)

View all positions for CI Private Wealth

Top funds holding Strategas Macro Thematic Opportunities Etf

Beaumont Financial Advisors
Envestnet Asset Management
Triangle Securities Wealth Management
Aptus Capital Advisors
Archford Capital Strategies
Armor Investment Advisors
Fortem Financial Group
Greenwich Wealth Management
Captrust Financial Advisors
CI Private Wealth
Cambridge Advisors
Stifel Financial
Jaffetilchin Investment Partners
Fiduciary Trust Company
Mutual Advisors

View all funds holding Strategas Macro Thematic Opportunities Etf