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
Q2 		$12.7M Buy
391,969
+2,817
+0.7% +$90.1K 0.02% 541
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 22.96% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
QCA
Quantify Chaos Advisors Brooklyn, New York $35.5M AUM
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.47B AUM 24.26% 1-Year Est. Return

Baird Financial Group's SAMM Position: Q2 2026 in Review

Baird Financial Group increased its Strategas Macro Momentum ETF (SAMM) stake by 0.72% in Q2 2026, buying an estimated $90.1K and bringing the position to 391,969 shares worth $12.7M. The position accounts for 0.02% of the portfolio, ranked #541.

Baird Financial Group first reported a position in SAMM in Q2 2024 and has held it in 9 quarters since. 8 funds tracked by Wall St. Rank hold SAMM as of Q2 2026.

  • Baird Financial Group held 391,969 shares of Strategas Macro Momentum ETF worth $12.7M as of Q2 2026.
  • Baird Financial Group bought 2,817 Strategas Macro Momentum ETF shares in Q2 2026, an estimated $90.1K.
  • Strategas Macro Momentum ETF made up 0.02% of Baird Financial Group's portfolio in Q2 2026, its #541 holding.
  • Baird Financial Group first reported a position in Strategas Macro Momentum ETF in Q2 2024 and has held it in 9 quarters since.
  • 8 funds tracked by Wall St. Rank held Strategas Macro Momentum ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.