Compass Financial Management’s Strategas Global Policy Opportunities ETF SAGP Stock Holding History

Compass Financial 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
2026 Q3	$216K	Buy	+6,167	New	+$226K	0.02%	434

Other funds holding SAGP

Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return

Quantify Chaos Advisors Brooklyn, New York $44.3M AUM 15.47% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Compass Financial Management's SAGP Position: Q3 2026 in Review

Compass Financial Management opened a new position in Strategas Global Policy Opportunities ETF (SAGP) in Q3 2026: 6,167 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #434 among its holdings.

9 funds tracked by Wall St. Rank hold SAGP as of Q3 2026.

Compass Financial Management held 6,167 shares of Strategas Global Policy Opportunities ETF worth $216K as of Q3 2026.
Strategas Global Policy Opportunities ETF was a new Compass Financial Management position in Q3 2026.
Strategas Global Policy Opportunities ETF made up 0.02% of Compass Financial Management's portfolio in Q3 2026, its #434 holding.
9 funds tracked by Wall St. Rank held Strategas Global Policy Opportunities ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.