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Coldstream Capital Management’s Strategas Global Policy Opportunities ETF SAGP Stock Holding History

Coldstream Capital Management’s Portfolio SAGP Stock Details SAGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,100
Closed -$33.2K – 2914
2025
Q1 		$33.2K Buy
+1,100
New +$32.8K ﹤0.01% 1892

Other funds holding SAGP

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Coldstream Capital Management's SAGP Position: Q2 2025 in Review

Coldstream Capital Management sold out of Strategas Global Policy Opportunities ETF (SAGP) in Q2 2025, closing a stake of 1,100 shares — an estimated $33.2K sold.

Coldstream Capital Management first reported a position in SAGP in Q1 2025 and held it in 1 quarter. The position peaked at $33.2K in Q1 2025. 12 funds tracked by Wall St. Rank hold SAGP as of Q2 2025.

  • Coldstream Capital Management reported no remaining Strategas Global Policy Opportunities ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,100 Strategas Global Policy Opportunities ETF shares in Q2 2025, an estimated $33.2K.
  • Coldstream Capital Management first reported a position in Strategas Global Policy Opportunities ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Strategas Global Policy Opportunities ETF position peaked at $33.2K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held Strategas Global Policy Opportunities ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.