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BigSur Wealth Management’s Strategas Macro Thematic Opportunities ETF SAMT Stock Holding History

BigSur Wealth Management’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
Q3 		– Sell
-22,560
Closed -$1.08M – 176
2026
Q2 		$1.08M Buy
+22,560
New +$996K 0.26% 94

Other funds holding SAMT

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

BigSur Wealth Management's SAMT Position: Q3 2026 in Review

BigSur Wealth Management sold out of Strategas Macro Thematic Opportunities ETF (SAMT) in Q3 2026, closing a stake of 22,560 shares — an estimated $1.08M sold.

BigSur Wealth Management first reported a position in SAMT in Q2 2026 and held it in 1 quarter. The position peaked at $1.08M in Q2 2026. 7 funds tracked by Wall St. Rank hold SAMT as of Q3 2026.

  • BigSur Wealth Management reported no remaining Strategas Macro Thematic Opportunities ETF position as of Q3 2026 after selling out during the quarter.
  • BigSur Wealth Management sold 22,560 Strategas Macro Thematic Opportunities ETF shares in Q3 2026, an estimated $1.08M.
  • BigSur Wealth Management first reported a position in Strategas Macro Thematic Opportunities ETF in Q2 2026 and held it in 1 quarter.
  • BigSur Wealth Management's Strategas Macro Thematic Opportunities ETF position peaked at $1.08M in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Strategas Macro Thematic Opportunities ETF as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.