Baird Financial Group
SAGP icon

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

Baird Financial Group’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
Q1 		$23.9M Buy
697,360
+73,433
+12% +$2.61M 0.04% 324
2025
Q4 		$21.1M Buy
623,927
+13,151
+2% +$451K 0.03% 361
2025
Q3 		$21M Buy
610,776
+174,898
+40% +$5.87M 0.03% 364
2025
Q2 		$14.4M Sell
435,878
-31,438
-7% -$973K 0.03% 437
2025
Q1 		$14.1M Buy
467,316
+54,260
+13% +$1.62M 0.03% 432
2024
Q4 		$11.8M Sell
413,056
-3,496
-0.8% -$105K 0.02% 475
2024
Q3 		$12.5M Buy
416,552
+90,309
+28% +$2.59M 0.02% 449
2024
Q2 		$8.86M Sell
326,243
-198,745
-38% -$5.37M 0.02% 518
2024
Q1 		$14.5M Sell
524,988
-37,446
-7% -$989K 0.03% 395
2023
Q4 		$14.6M Buy
562,434
+80,418
+17% +$1.95M 0.03% 378
2023
Q3 		$11.4M Sell
482,016
-3,636
-0.7% -$90.3K 0.03% 401
2023
Q2 		$12.2M Buy
485,652
+30,538
+7% +$752K 0.03% 399
2023
Q1 		$11.1M Buy
455,114
+364,944
+405% +$8.86M 0.03% 404
2022
Q4 		$2.13M Sell
90,170
-257,941
-74% -$5.92M 0.01% 853
2022
Q3 		$7.27M Buy
+348,111
New +$8.01M 0.02% 477

Other funds holding SAGP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QCA
Quantify Chaos Advisors Brooklyn, New York $32.1M AUM

Baird Financial Group's SAGP Position: Q1 2026 in Review

Baird Financial Group increased its Strategas Global Policy Opportunities ETF (SAGP) stake by 12% in Q1 2026, buying an estimated $2.61M and bringing the position to 697,360 shares worth $23.9M. The position accounts for 0.04% of the portfolio, ranked #324.

Baird Financial Group first reported a position in SAGP in Q3 2022 and has held it in 15 quarters since. 15 funds tracked by Wall St. Rank hold SAGP as of Q1 2026.

  • Baird Financial Group held 697,360 shares of Strategas Global Policy Opportunities ETF worth $23.9M as of Q1 2026.
  • Baird Financial Group bought 73,433 Strategas Global Policy Opportunities ETF shares in Q1 2026, an estimated $2.61M.
  • Strategas Global Policy Opportunities ETF made up 0.04% of Baird Financial Group's portfolio in Q1 2026, its #324 holding.
  • Baird Financial Group first reported a position in Strategas Global Policy Opportunities ETF in Q3 2022 and has held it in 15 quarters since.
  • 15 funds tracked by Wall St. Rank held Strategas Global Policy Opportunities ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.