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Godsey & Gibb Inc’s Strategas Global Policy Opportunities ETF SAGP Stock Holding History

Godsey & Gibb Inc’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
2023
Q3 		– Sell
-200
Closed -$5.02K – 365
2023
Q2 		$5.02K Buy
+200
New +$4.93K ﹤0.01% 309

Other funds holding SAGP

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 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 $666B AUM 30.12% 1-Year Est. Return

Godsey & Gibb Inc's SAGP Position: Q3 2023 in Review

Godsey & Gibb Inc sold out of Strategas Global Policy Opportunities ETF (SAGP) in Q3 2023, closing a stake of 200 shares — an estimated $5.02K sold.

Godsey & Gibb Inc first reported a position in SAGP in Q2 2023 and held it in 1 quarter. The position peaked at $5.02K in Q2 2023. 9 funds tracked by Wall St. Rank hold SAGP as of Q3 2023.

  • Godsey & Gibb Inc reported no remaining Strategas Global Policy Opportunities ETF position as of Q3 2023 after selling out during the quarter.
  • Godsey & Gibb Inc sold 200 Strategas Global Policy Opportunities ETF shares in Q3 2023, an estimated $5.02K.
  • Godsey & Gibb Inc first reported a position in Strategas Global Policy Opportunities ETF in Q2 2023 and held it in 1 quarter.
  • Godsey & Gibb Inc's Strategas Global Policy Opportunities ETF position peaked at $5.02K in Q2 2023.
  • 9 funds tracked by Wall St. Rank held Strategas Global Policy Opportunities ETF as of Q3 2023.

Based on Godsey & Gibb Inc's 13F filing for Q3 2023, filed 25 Oct 2023.