HighTower Advisors’s Strategas Macro Thematic Opportunities ETF SAMT Stock Holding History

HighTower Advisors’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 Q1	$1.9M	Buy	48,384 +15,364	+47%	+$613K	﹤0.01%	1742
2025 Q4	$1.27M	Buy	33,020 +6,180	+23%	+$235K	﹤0.01%	1962
2025 Q3	$1M	Buy	26,840 +3,496	+15%	+$124K	﹤0.01%	2096
2025 Q2	$804K	Buy	23,344 +1,721	+8%	+$53.4K	﹤0.01%	2164
2025 Q1	$631K	Buy	21,623 +3,301	+18%	+$100K	﹤0.01%	2284
2024 Q4	$534K	Buy	+18,322	New	+$536K	﹤0.01%	2427
2023 Q1	–	Sell	-21,647	Closed	-$489K	–	3636
2022 Q4	$489K	Buy	21,647 +1,685	+8%	+$39.1K	﹤0.01%	2143
2022 Q3	$419K	Buy	19,962 +6,724	+51%	+$157K	﹤0.01%	2137
2022 Q2	$285K	Buy	13,238 +3,143	+31%	+$77.7K	﹤0.01%	2398
2022 Q1	$259K	Buy	+10,095	New	+$260K	﹤0.01%	2647

Other funds holding SAMT

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 $2.45B AUM 39.53% 1-Year Est. Return

TSWM

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

HighTower Advisors's SAMT Position: Q1 2026 in Review

HighTower Advisors increased its Strategas Macro Thematic Opportunities ETF (SAMT) stake by 47% in Q1 2026, buying an estimated $613K and bringing the position to 48,384 shares worth $1.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1742.

HighTower Advisors first reported a position in SAMT in Q1 2022 and has held it in 10 quarters since. 62 funds tracked by Wall St. Rank hold SAMT as of Q1 2026.

HighTower Advisors held 48,384 shares of Strategas Macro Thematic Opportunities ETF worth $1.9M as of Q1 2026.
HighTower Advisors bought 15,364 Strategas Macro Thematic Opportunities ETF shares in Q1 2026, an estimated $613K.
Strategas Macro Thematic Opportunities ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1742 holding.
HighTower Advisors first reported a position in Strategas Macro Thematic Opportunities ETF in Q1 2022 and has held it in 10 quarters since.
62 funds tracked by Wall St. Rank held Strategas Macro Thematic Opportunities ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.