Cambridge Advisors
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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
Q3 		$2.63M Buy
63,086
+8,214
+15% +$355K 0.45% 36
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

Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Triangle Securities Wealth Management
Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return
Mayfair Advisory Group
Mayfair Advisory Group Birmingham, Alabama $345M AUM 16.1% 1-Year Est. Return

Cambridge Advisors's SAMT Position: Q3 2026 in Review

Cambridge Advisors increased its Strategas Macro Thematic Opportunities ETF (SAMT) stake by 15% in Q3 2026, buying an estimated $355K and bringing the position to 63,086 shares worth $2.63M. The position accounts for 0.45% of the portfolio, ranked #36.

Cambridge Advisors first reported a position in SAMT in Q2 2022 and has held it in 18 quarters since. 20 funds tracked by Wall St. Rank hold SAMT as of Q3 2026.

  • Cambridge Advisors held 63,086 shares of Strategas Macro Thematic Opportunities ETF worth $2.63M as of Q3 2026.
  • Cambridge Advisors bought 8,214 Strategas Macro Thematic Opportunities ETF shares in Q3 2026, an estimated $355K.
  • Strategas Macro Thematic Opportunities ETF made up 0.45% of Cambridge Advisors's portfolio in Q3 2026, its #36 holding.
  • Cambridge Advisors first reported a position in Strategas Macro Thematic Opportunities ETF in Q2 2022 and has held it in 18 quarters since.
  • 20 funds tracked by Wall St. Rank held Strategas Macro Thematic Opportunities ETF as of Q3 2026.

Based on Cambridge Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.