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Strategas Macro Thematic Opportunities Etf shares owned by Retirement Planning Group

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

Historical chart of Retirement Planning Group 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 Retirement Planning Group 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 Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $243k 6.2k 39.27

More positions owned by Retirement Planning Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Quality Grow (QGRW)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Pimco Etf Tr Multisector Bd (PYLD)
Victory Portfolios Ii Core Plus Bd Etf (UBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Fidelity Covington Trust High Divid Etf (FDVV)
Ea Series Trust Freedom 100 Em (FRDM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Neos Etf Trust Neos Enhcd Inme (BNDI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Costco Wholesale Corporation (COST)
Apple (AAPL)

View all positions for Retirement Planning Group

Top funds holding Strategas Macro Thematic Opportunities Etf

Mainstay Capital Management
Envestnet Asset Management
Beaumont Financial Advisors
Baird Financial
Trilogy Capital
Bank of America Corporation
Cambridge Investment Research Advisors
One Charles Private Wealth Services
Greenwich Wealth Management
Triangle Securities Wealth Management
Archford Capital Strategies
Insight Wealth Strategies
Aptus Capital Advisors
Stonebridge Financial Group
Fidelis Capital Partners

View all funds holding Strategas Macro Thematic Opportunities Etf