Bank of America
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Bank of America’s Strategas Global Policy Opportunities ETF SAGP Stock Holding History

Bank of America’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 		$310K Buy
+9,030
New +$320K ﹤0.01% 5136
2024
Q4 		– Sell
-12,336
Closed -$371K – 8382
2024
Q3 		$371K Buy
+12,336
New +$353K ﹤0.01% 5679

Other funds holding SAGP

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
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
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
QCA
Quantify Chaos Advisors Brooklyn, New York $35.5M AUM

Bank of America's SAGP Position: Q1 2026 in Review

Bank of America opened a new position in Strategas Global Policy Opportunities ETF (SAGP) in Q1 2026: 9,030 shares worth $310K. The stake represents ﹤0.01% of the portfolio and ranks #5136 among its holdings. This is a return to the name: Bank of America previously reported a position in SAGP as recently as Q3 2024.

Bank of America first reported a position in SAGP in Q3 2024 and has held it in 2 quarters since. The position peaked at $371K in Q3 2024. 15 funds tracked by Wall St. Rank hold SAGP as of Q1 2026.

  • Bank of America held 9,030 shares of Strategas Global Policy Opportunities ETF worth $310K as of Q1 2026.
  • Strategas Global Policy Opportunities ETF was a new Bank of America position in Q1 2026.
  • Strategas Global Policy Opportunities ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #5136 holding.
  • Bank of America first reported a position in Strategas Global Policy Opportunities ETF in Q3 2024 and has held it in 2 quarters since.
  • Bank of America's Strategas Global Policy Opportunities ETF position peaked at $371K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held Strategas Global Policy Opportunities ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.