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Cambridge Advisors’s Strategas Macro Thematic Opportunities ETF SAMT Stock Holding History

Cambridge Advisors’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
Q2 		$2.62M Buy
54,872
+3,598
+7% +$159K 0.45% 37
2026
Q1 		$2.01M Buy
51,274
+7,433
+17% +$297K 0.39% 41
2025
Q4 		$1.69M Buy
43,841
+15,604
+55% +$593K 0.32% 49
2025
Q3 		$1.05M Sell
28,237
-83
-0.3% -$2.94K 0.21% 74
2025
Q2 		$975K Sell
28,320
-1,966
-6% -$61K 0.2% 76
2025
Q1 		$884K Buy
30,286
+373
+1% +$11.3K 0.19% 83
2024
Q4 		$872K Buy
29,913
+350
+1% +$10.2K 0.19% 78
2024
Q3 		$820K Sell
29,563
-45
-0.2% -$1.2K 0.18% 84
2024
Q2 		$775K Sell
29,608
-245
-0.8% -$6.24K 0.18% 87
2024
Q1 		$758K Sell
29,853
-1,349
-4% -$32.8K 0.18% 88
2023
Q4 		$719K Sell
31,202
-7,565
-20% -$173K 0.18% 86
2023
Q3 		$869K Sell
38,767
-545
-1% -$12.6K 0.23% 73
2023
Q2 		$917K Buy
39,312
+1,330
+4% +$30K 0.23% 71
2023
Q1 		$848K Buy
37,982
+560
+1% +$12.7K 0.22% 77
2022
Q4 		$864K Buy
37,422
+1,277
+4% +$29.7K 0.23% 71
2022
Q3 		$779K Buy
36,145
+23,050
+176% +$537K 0.22% 73
2022
Q2 		$297K Buy
+13,095
New +$324K 0.08% 146

Other funds holding SAMT

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Cambridge Advisors's SAMT Position: Q2 2026 in Review

Cambridge Advisors increased its Strategas Macro Thematic Opportunities ETF (SAMT) stake by 7% in Q2 2026, buying an estimated $159K and bringing the position to 54,872 shares worth $2.62M. The position accounts for 0.45% of the portfolio, ranked #37.

Cambridge Advisors first reported a position in SAMT in Q2 2022 and has held it in 17 quarters since. 16 funds tracked by Wall St. Rank hold SAMT as of Q2 2026.

  • Cambridge Advisors held 54,872 shares of Strategas Macro Thematic Opportunities ETF worth $2.62M as of Q2 2026.
  • Cambridge Advisors bought 3,598 Strategas Macro Thematic Opportunities ETF shares in Q2 2026, an estimated $159K.
  • Strategas Macro Thematic Opportunities ETF made up 0.45% of Cambridge Advisors's portfolio in Q2 2026, its #37 holding.
  • Cambridge Advisors first reported a position in Strategas Macro Thematic Opportunities ETF in Q2 2022 and has held it in 17 quarters since.
  • 16 funds tracked by Wall St. Rank held Strategas Macro Thematic Opportunities ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.