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Ancora Advisors’s Strategas Global Policy Opportunities ETF SAGP Stock Holding History

Ancora Advisors’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
2023
Q3 		– Sell
-941
Closed -$23.6K – 1822
2023
Q2 		$23.6K Hold
941
– – ﹤0.01% 1095
2023
Q1 		$23K Hold
941
– – ﹤0.01% 1096
2022
Q4 		$22K Hold
941
– – ﹤0.01% 1160
2022
Q3 		$20K Hold
941
– – ﹤0.01% 1338
2022
Q2 		$21K Buy
+941
New +$22.9K ﹤0.01% 1423

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ancora Advisors's SAGP Position: Q3 2023 in Review

Ancora Advisors sold out of Strategas Global Policy Opportunities ETF (SAGP) in Q3 2023, closing a stake of 941 shares — an estimated $23.6K sold.

Ancora Advisors first reported a position in SAGP in Q2 2022 and held it in 5 quarters. The position peaked at $23.6K in Q2 2023. 9 funds tracked by Wall St. Rank hold SAGP as of Q3 2023.

  • Ancora Advisors reported no remaining Strategas Global Policy Opportunities ETF position as of Q3 2023 after selling out during the quarter.
  • Ancora Advisors sold 941 Strategas Global Policy Opportunities ETF shares in Q3 2023, an estimated $23.6K.
  • Ancora Advisors first reported a position in Strategas Global Policy Opportunities ETF in Q2 2022 and held it in 5 quarters.
  • Ancora Advisors's Strategas Global Policy Opportunities ETF position peaked at $23.6K in Q2 2023.
  • 9 funds tracked by Wall St. Rank held Strategas Global Policy Opportunities ETF as of Q3 2023.

Based on Ancora Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.