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Allworth Financial’s Strategas Global Policy Opportunities ETF SAGP Stock Holding History

Allworth Financial’s Portfolio SAGP Stock Details SAGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.1K Hold
650
– – ﹤0.01% 3079
2026
Q1 		$22.3K Hold
650
– – ﹤0.01% 2915
2025
Q4 		$22K Buy
+650
New +$22.3K ﹤0.01% 2757

Other funds holding SAGP

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Allworth Financial's SAGP Position: Q2 2026 in Review

Allworth Financial held its Strategas Global Policy Opportunities ETF (SAGP) position steady in Q2 2026 at 650 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3079.

Allworth Financial first reported a position in SAGP in Q4 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold SAGP as of Q2 2026.

  • Allworth Financial held 650 shares of Strategas Global Policy Opportunities ETF worth $23.1K as of Q2 2026.
  • Allworth Financial left its Strategas Global Policy Opportunities ETF share count unchanged in Q2 2026.
  • Strategas Global Policy Opportunities ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3079 holding.
  • Allworth Financial first reported a position in Strategas Global Policy Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held Strategas Global Policy Opportunities ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.