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Strategas Macro Thematic Opportunities Etf shares owned by CWM

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0k 69 43.48
2025-09-30 $4.0k 97 41.24

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core Univrsl Usd (IUSB)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Core Msci Emkt (IEMG)

View all positions for CWM

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