Carson Wealth (CWM LLC)
SAMT icon

Carson Wealth (CWM LLC)’s Strategas Macro Thematic Opportunities ETF SAMT Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$2.71K Hold
69
– – ﹤0.01% 5204
2025
Q4 		$3K Sell
69
-28
-29% -$1.06K ﹤0.01% 5009
2025
Q3 		$4K Buy
+97
New +$3.43K ﹤0.01% 4843

Other funds holding SAMT

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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 $2.45B AUM 39.53% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SAMT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Strategas Macro Thematic Opportunities ETF (SAMT) position steady in Q1 2026 at 69 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #5204.

Carson Wealth (CWM LLC) first reported a position in SAMT in Q3 2025 and has held it in 3 quarters since. The position peaked at $4K in Q3 2025. 62 funds tracked by Wall St. Rank hold SAMT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 69 shares of Strategas Macro Thematic Opportunities ETF worth $2.71K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Strategas Macro Thematic Opportunities ETF share count unchanged in Q1 2026.
  • Strategas Macro Thematic Opportunities ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5204 holding.
  • Carson Wealth (CWM LLC) first reported a position in Strategas Macro Thematic Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Strategas Macro Thematic Opportunities ETF position peaked at $4K in Q3 2025.
  • 62 funds tracked by Wall St. Rank held Strategas Macro Thematic Opportunities ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.