Baird Financial Group
SAMM icon

Baird Financial Group’s Strategas Macro Momentum ETF SAMM Stock Holding History

Baird Financial Group’s Portfolio SAMM Stock Details SAMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.8M Buy
389,152
+22,790
+6% +$698K 0.02% 519
2025
Q4 		$11M Buy
366,362
+37,321
+11% +$1.11M 0.02% 509
2025
Q3 		$9.49M Buy
329,041
+103,145
+46% +$2.86M 0.02% 557
2025
Q2 		$6.25M Sell
225,896
-113,206
-33% -$2.86M 0.01% 650
2025
Q1 		$8.45M Buy
339,102
+13,396
+4% +$361K 0.02% 541
2024
Q4 		$8.84M Buy
325,706
+85,157
+35% +$2.38M 0.02% 539
2024
Q3 		$6.43M Buy
240,549
+39,944
+20% +$1.01M 0.01% 611
2024
Q2 		$4.99M Buy
+200,605
New +$4.99M 0.01% 667

Other funds holding SAMM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
QCA
Quantify Chaos Advisors Brooklyn, New York $35.5M AUM

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

Baird Financial Group increased its Strategas Macro Momentum ETF (SAMM) stake by 6.2% in Q1 2026, buying an estimated $698K and bringing the position to 389,152 shares worth $11.8M. The position accounts for 0.02% of the portfolio, ranked #519.

Baird Financial Group first reported a position in SAMM in Q2 2024 and has held it in 8 quarters since. 7 funds tracked by Wall St. Rank hold SAMM as of Q1 2026.

  • Baird Financial Group held 389,152 shares of Strategas Macro Momentum ETF worth $11.8M as of Q1 2026.
  • Baird Financial Group bought 22,790 Strategas Macro Momentum ETF shares in Q1 2026, an estimated $698K.
  • Strategas Macro Momentum ETF made up 0.02% of Baird Financial Group's portfolio in Q1 2026, its #519 holding.
  • Baird Financial Group first reported a position in Strategas Macro Momentum ETF in Q2 2024 and has held it in 8 quarters since.
  • 7 funds tracked by Wall St. Rank held Strategas Macro Momentum ETF as of Q1 2026.

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