CFP
SAMT icon

Comprehensive Financial Planning’s Strategas Macro Thematic Opportunities ETF SAMT Stock Holding History

Comprehensive Financial Planning’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
Q2 		$1.05M Buy
+21,968
New +$970K 0.56% 50

Other funds holding SAMT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $2.74B AUM 36.19% 1-Year Est. Return

Comprehensive Financial Planning's SAMT Position: Q2 2026 in Review

Comprehensive Financial Planning opened a new position in Strategas Macro Thematic Opportunities ETF (SAMT) in Q2 2026: 21,968 shares worth $1.05M. The stake represents 0.56% of the portfolio and ranks #50 among its holdings.

84 funds tracked by Wall St. Rank hold SAMT as of Q2 2026.

  • Comprehensive Financial Planning held 21,968 shares of Strategas Macro Thematic Opportunities ETF worth $1.05M as of Q2 2026.
  • Strategas Macro Thematic Opportunities ETF was a new Comprehensive Financial Planning position in Q2 2026.
  • Strategas Macro Thematic Opportunities ETF made up 0.56% of Comprehensive Financial Planning's portfolio in Q2 2026, its #50 holding.
  • 84 funds tracked by Wall St. Rank held Strategas Macro Thematic Opportunities ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.