Cerity Partners
SAMT icon

Cerity Partners’s Strategas Macro Thematic Opportunities ETF SAMT Stock Holding History

Cerity Partners’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 		$294K Buy
7,498
+693
+10% +$27.7K ﹤0.01% 2625
2025
Q4 		$262K Buy
+6,805
New +$259K ﹤0.01% 2488

Other funds holding SAMT

MCM
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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

Cerity Partners's SAMT Position: Q1 2026 in Review

Cerity Partners increased its Strategas Macro Thematic Opportunities ETF (SAMT) stake by 10% in Q1 2026, buying an estimated $27.7K and bringing the position to 7,498 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #2625.

Cerity Partners first reported a position in SAMT in Q4 2025 and has held it in 2 quarters since. 62 funds tracked by Wall St. Rank hold SAMT as of Q1 2026.

  • Cerity Partners held 7,498 shares of Strategas Macro Thematic Opportunities ETF worth $294K as of Q1 2026.
  • Cerity Partners bought 693 Strategas Macro Thematic Opportunities ETF shares in Q1 2026, an estimated $27.7K.
  • Strategas Macro Thematic Opportunities ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2625 holding.
  • Cerity Partners first reported a position in Strategas Macro Thematic Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
  • 62 funds tracked by Wall St. Rank held Strategas Macro Thematic Opportunities ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.