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Greenwich Wealth Management’s Strategas Global Policy Opportunities ETF SAGP Stock Holding History

Greenwich Wealth 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
Q1 		$3.43M Buy
99,842
+22,173
+29% +$787K 0.14% 85
2025
Q4 		$2.63M Buy
77,669
+26,302
+51% +$902K 0.12% 101
2025
Q3 		$1.77M Buy
51,367
+256
+0.5% +$8.59K 0.09% 112
2025
Q2 		$1.69M Buy
+51,111
New +$1.58M 0.08% 104

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 $374B AUM 17.66% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QCA
Quantify Chaos Advisors Brooklyn, New York $32.1M AUM

Greenwich Wealth Management's SAGP Position: Q1 2026 in Review

Greenwich Wealth Management increased its Strategas Global Policy Opportunities ETF (SAGP) stake by 29% in Q1 2026, buying an estimated $787K and bringing the position to 99,842 shares worth $3.43M. The position accounts for 0.14% of the portfolio, ranked #85.

Greenwich Wealth Management first reported a position in SAGP in Q2 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold SAGP as of Q1 2026.

  • Greenwich Wealth Management held 99,842 shares of Strategas Global Policy Opportunities ETF worth $3.43M as of Q1 2026.
  • Greenwich Wealth Management bought 22,173 Strategas Global Policy Opportunities ETF shares in Q1 2026, an estimated $787K.
  • Strategas Global Policy Opportunities ETF made up 0.14% of Greenwich Wealth Management's portfolio in Q1 2026, its #85 holding.
  • Greenwich Wealth Management first reported a position in Strategas Global Policy Opportunities ETF in Q2 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held Strategas Global Policy Opportunities ETF as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.