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

Cambridge Investment Research 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	$15.1M	Buy	316,330 +10,162	+3%	+$449K	0.03%	516
2026 Q1	$12M	Buy	306,168 +9,074	+3%	+$362K	0.03%	546
2025 Q4	$11.4M	Buy	297,094 +71,777	+32%	+$2.73M	0.03%	534
2025 Q3	$8.4M	Buy	225,317 +5,674	+3%	+$201K	0.02%	643
2025 Q2	$7.56M	Sell	219,643 -17,827	-8%	-$553K	0.02%	661
2025 Q1	$6.93M	Buy	+237,470	New	+$7.22M	0.02%	651

Other funds holding SAMT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cambridge Investment Research Advisors's SAMT Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Strategas Macro Thematic Opportunities ETF (SAMT) stake by 3.3% in Q2 2026, buying an estimated $449K and bringing the position to 316,330 shares worth $15.1M. The position accounts for 0.03% of the portfolio, ranked #516.

Cambridge Investment Research Advisors first reported a position in SAMT in Q1 2025 and has held it in 6 quarters since. 84 funds tracked by Wall St. Rank hold SAMT as of Q2 2026.

Cambridge Investment Research Advisors held 316,330 shares of Strategas Macro Thematic Opportunities ETF worth $15.1M as of Q2 2026.
Cambridge Investment Research Advisors bought 10,162 Strategas Macro Thematic Opportunities ETF shares in Q2 2026, an estimated $449K.
Strategas Macro Thematic Opportunities ETF made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #516 holding.
Cambridge Investment Research Advisors first reported a position in Strategas Macro Thematic Opportunities ETF in Q1 2025 and has held it in 6 quarters since.
84 funds tracked by Wall St. Rank held Strategas Macro Thematic Opportunities ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.