CIBC Private Wealth Group
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CIBC Private Wealth Group’s Strategas Macro Thematic Opportunities ETF SAMT Stock Holding History

CIBC Private Wealth Group’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
2025
Q3 		– Sell
-2,070
Closed -$71.3K – 3278
2025
Q2 		$71.3K Hold
2,070
– – ﹤0.01% 1533
2025
Q1 		$56K Hold
2,070
– – ﹤0.01% 1595
2024
Q4 		$60.8K Hold
2,070
– – ﹤0.01% 1613
2024
Q3 		$57.4K Hold
2,070
– – ﹤0.01% 1715
2024
Q2 		$54.8K Hold
2,070
– – ﹤0.01% 1642
2024
Q1 		$52.8K Buy
+2,070
New +$50.3K ﹤0.01% 1655

Other funds holding SAMT

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

CIBC Private Wealth Group's SAMT Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of Strategas Macro Thematic Opportunities ETF (SAMT) in Q3 2025, closing a stake of 2,070 shares — an estimated $71.3K sold.

CIBC Private Wealth Group first reported a position in SAMT in Q1 2024 and held it in 6 quarters. The position peaked at $71.3K in Q2 2025. 40 funds tracked by Wall St. Rank hold SAMT as of Q3 2025.

  • CIBC Private Wealth Group reported no remaining Strategas Macro Thematic Opportunities ETF position as of Q3 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 2,070 Strategas Macro Thematic Opportunities ETF shares in Q3 2025, an estimated $71.3K.
  • CIBC Private Wealth Group first reported a position in Strategas Macro Thematic Opportunities ETF in Q1 2024 and held it in 6 quarters.
  • CIBC Private Wealth Group's Strategas Macro Thematic Opportunities ETF position peaked at $71.3K in Q2 2025.
  • 40 funds tracked by Wall St. Rank held Strategas Macro Thematic Opportunities ETF as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.