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Ancora Advisors’s Strategas Macro Thematic Opportunities ETF SAMT Stock Holding History

Ancora Advisors’s Portfolio SAMT Stock Details SAMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-929
Closed -$21.7K – 1823
2023
Q2 		$21.7K Hold
929
– – ﹤0.01% 1116
2023
Q1 		$20.7K Hold
929
– – ﹤0.01% 1125
2022
Q4 		$21K Hold
929
– – ﹤0.01% 1168
2022
Q3 		$20K Hold
929
– – ﹤0.01% 1339
2022
Q2 		$21K Buy
+929
New +$23K ﹤0.01% 1424

Other funds holding SAMT

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

Ancora Advisors's SAMT Position: Q3 2023 in Review

Ancora Advisors sold out of Strategas Macro Thematic Opportunities ETF (SAMT) in Q3 2023, closing a stake of 929 shares — an estimated $21.7K sold.

Ancora Advisors first reported a position in SAMT in Q2 2022 and held it in 5 quarters. The position peaked at $21.7K in Q2 2023. 16 funds tracked by Wall St. Rank hold SAMT as of Q3 2023.

  • Ancora Advisors reported no remaining Strategas Macro Thematic Opportunities ETF position as of Q3 2023 after selling out during the quarter.
  • Ancora Advisors sold 929 Strategas Macro Thematic Opportunities ETF shares in Q3 2023, an estimated $21.7K.
  • Ancora Advisors first reported a position in Strategas Macro Thematic Opportunities ETF in Q2 2022 and held it in 5 quarters.
  • Ancora Advisors's Strategas Macro Thematic Opportunities ETF position peaked at $21.7K in Q2 2023.
  • 16 funds tracked by Wall St. Rank held Strategas Macro Thematic Opportunities ETF as of Q3 2023.

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