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Godsey & Gibb Inc’s Strategas Macro Thematic Opportunities ETF SAMT Stock Holding History

Godsey & Gibb Inc’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
2023
Q3 		– Sell
-200
Closed -$4.67K – 366
2023
Q2 		$4.67K Buy
+200
New +$4.5K ﹤0.01% 310

Other funds holding SAMT

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $312M AUM 20.56% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

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

Godsey & Gibb Inc sold out of Strategas Macro Thematic Opportunities ETF (SAMT) in Q3 2023, closing a stake of 200 shares — an estimated $4.67K sold.

Godsey & Gibb Inc first reported a position in SAMT in Q2 2023 and held it in 1 quarter. The position peaked at $4.67K in Q2 2023. 16 funds tracked by Wall St. Rank hold SAMT as of Q3 2023.

  • Godsey & Gibb Inc reported no remaining Strategas Macro Thematic Opportunities ETF position as of Q3 2023 after selling out during the quarter.
  • Godsey & Gibb Inc sold 200 Strategas Macro Thematic Opportunities ETF shares in Q3 2023, an estimated $4.67K.
  • Godsey & Gibb Inc first reported a position in Strategas Macro Thematic Opportunities ETF in Q2 2023 and held it in 1 quarter.
  • Godsey & Gibb Inc's Strategas Macro Thematic Opportunities ETF position peaked at $4.67K in Q2 2023.
  • 16 funds tracked by Wall St. Rank held Strategas Macro Thematic Opportunities ETF as of Q3 2023.

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