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Strategas Macro Thematic Opportunities Etf shares owned by Essex Financial Services

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

Historical chart of Essex Financial Services investment in Strategas Macro Thematic Opportunities Etf

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All positions including Strategas Macro Thematic Opportunities Etf held by Essex Financial Services 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 Essex Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $580k 15k 38.51
2025-09-30 $288k 7.7k 37.27

More positions owned by Essex Financial Services

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
Vanguard Whitehall Fds High Div Yld (VYM)
Pimco Etf Tr Multisector Bd (PYLD)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Essex Financial Services

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