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Strategas Macro Thematic Opportunities Etf shares owned by Insight Wealth Strategies

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

Historical chart of Insight Wealth Strategies 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 Insight Wealth Strategies 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 Insight Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.1M 243k 37.27
2025-06-30 $8.2M 243k 33.81
2025-03-31 $353k 12k 29.19

More positions owned by Insight Wealth Strategies

Chevron Corporation (CVX)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr 10+ Yr Invst Grd (IGLB)
T Rowe Price Etf Floating Rate (TFLR)
Ishares Tr High Yld Systm B (HYDB)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Dimensional Etf Trust Inflation Prote (DFIP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Lam Research Corp Com New (LRCX)

View all positions for Insight Wealth Strategies

Top funds holding Strategas Macro Thematic Opportunities Etf

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

View all funds holding Strategas Macro Thematic Opportunities Etf