AI
SAMT icon

Atria Investments’s Strategas Macro Thematic Opportunities ETF SAMT Stock Holding History

Atria Investments’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
2026
Q2 		$1.29M Buy
26,923
+13,859
+106% +$612K 0.01% 983
2026
Q1 		$513K Buy
13,064
+3,824
+41% +$153K 0.01% 1434
2025
Q4 		$356K Buy
9,240
+560
+6% +$21.3K ﹤0.01% 1645
2025
Q3 		$324K Buy
8,680
+1,353
+18% +$47.9K ﹤0.01% 1678
2025
Q2 		$252K Buy
+7,327
New +$227K ﹤0.01% 1794

Other funds holding SAMT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Atria Investments's SAMT Position: Q2 2026 in Review

Atria Investments increased its Strategas Macro Thematic Opportunities ETF (SAMT) stake by 106% in Q2 2026, buying an estimated $612K and bringing the position to 26,923 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #983.

Atria Investments first reported a position in SAMT in Q2 2025 and has held it in 5 quarters since. 84 funds tracked by Wall St. Rank hold SAMT as of Q2 2026.

  • Atria Investments held 26,923 shares of Strategas Macro Thematic Opportunities ETF worth $1.29M as of Q2 2026.
  • Atria Investments bought 13,859 Strategas Macro Thematic Opportunities ETF shares in Q2 2026, an estimated $612K.
  • Strategas Macro Thematic Opportunities ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #983 holding.
  • Atria Investments first reported a position in Strategas Macro Thematic Opportunities ETF in Q2 2025 and has held it in 5 quarters since.
  • 84 funds tracked by Wall St. Rank held Strategas Macro Thematic Opportunities ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.