Fiduciary Trust’s Strategas Global Policy Opportunities ETF SAGP Stock Holding History

Fiduciary Trust’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 Q2	$476K	Hold	13,420	–	–	0.01%	618
2026 Q1	$460K	Hold	13,420	–	–	0.01%	592
2025 Q4	$455K	Hold	13,420	–	–	0.01%	590
2025 Q3	$462K	Hold	13,420	–	–	0.01%	580
2025 Q2	$442K	Hold	13,420	–	–	0.01%	557
2025 Q1	$405K	Hold	13,420	–	–	0.01%	572
2024 Q4	$382K	Hold	13,420	–	–	0.01%	524
2024 Q3	$403K	Hold	13,420	–	–	0.01%	508
2024 Q2	$365K	Hold	13,420	–	–	0.01%	508
2024 Q1	$370K	Hold	13,420	–	–	0.01%	517
2023 Q4	$349K	Hold	13,420	–	–	0.01%	512
2023 Q3	$317K	Buy	+13,420	New	+$333K	0.01%	517

Other funds holding SAGP

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

QCA

Quantify Chaos Advisors Brooklyn, New York $35.5M AUM

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Fiduciary Trust's SAGP Position: Q2 2026 in Review

Fiduciary Trust held its Strategas Global Policy Opportunities ETF (SAGP) position steady in Q2 2026 at 13,420 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #618.

Fiduciary Trust first reported a position in SAGP in Q3 2023 and has held it in 12 quarters since. 15 funds tracked by Wall St. Rank hold SAGP as of Q2 2026.

Fiduciary Trust held 13,420 shares of Strategas Global Policy Opportunities ETF worth $476K as of Q2 2026.
Fiduciary Trust left its Strategas Global Policy Opportunities ETF share count unchanged in Q2 2026.
Strategas Global Policy Opportunities ETF made up 0.01% of Fiduciary Trust's portfolio in Q2 2026, its #618 holding.
Fiduciary Trust first reported a position in Strategas Global Policy Opportunities ETF in Q3 2023 and has held it in 12 quarters since.
15 funds tracked by Wall St. Rank held Strategas Global Policy Opportunities ETF as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.