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Strategas Macro Thematic Opportunities Etf shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Strategas Macro Thematic Opportunities Etf

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All positions including Strategas Macro Thematic Opportunities Etf held by Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $769k 28k 27.75
2024-06-30 $815k 31k 26.17
2024-03-31 $754k 30k 25.38
2023-12-31 $681k 30k 23.05
2023-09-30 $742k 33k 22.43
2023-06-30 $767k 33k 23.33
2023-03-31 $693k 31k 22.33
2022-12-31 $646k 28k 23.10
2022-06-30 $11k 500 22.00
2022-03-31 $13k 500 26.00

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

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
Cambridge Advisors
Captrust Financial Advisors
Stifel Financial
Jaffetilchin Investment Partners
Fiduciary Trust Company
Mutual Advisors
Atlantic Trust

View all funds holding Strategas Macro Thematic Opportunities Etf