Insight Wealth Strategies’s Strategas Macro Thematic Opportunities ETF SAMT Stock Holding History

Insight Wealth Strategies’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 Q3	$10.5M	Buy	252,888 +1,116	+0.4%	+$48.3K	1.04%	26
2026 Q2	$11.8M	Buy	251,772 +2,935	+1%	+$130K	1.15%	26
2026 Q1	$9.8M	Buy	248,837 +2,417	+1%	+$96.5K	1.09%	28
2025 Q4	$9.49M	Buy	246,420 +3,036	+1%	+$115K	1.09%	27
2025 Q3	$9.07M	Buy	243,384 +160	+0.1%	+$5.66K	1.07%	26
2025 Q2	$8.22M	Buy	243,224 +231,126	+1,910%	+$7.17M	1.04%	24
2025 Q1	$353K	Buy	+12,098	New	+$368K	0.05%	129

Other funds holding SAMT

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Greenwich Wealth Management Greenwich, Connecticut $3.09B AUM 22.23% 1-Year Est. Return

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Insight Wealth Strategies's SAMT Position: Q3 2026 in Review

Insight Wealth Strategies increased its Strategas Macro Thematic Opportunities ETF (SAMT) stake by 0.44% in Q3 2026, buying an estimated $48.3K and bringing the position to 252,888 shares worth $10.5M. The position accounts for 1.04% of the portfolio, ranked #26.

Insight Wealth Strategies first reported a position in SAMT in Q1 2025 and has held it in 7 quarters since. The position peaked at $11.8M in Q2 2026. 76 funds tracked by Wall St. Rank hold SAMT as of Q3 2026.

Insight Wealth Strategies held 252,888 shares of Strategas Macro Thematic Opportunities ETF worth $10.5M as of Q3 2026.
Insight Wealth Strategies bought 1,116 Strategas Macro Thematic Opportunities ETF shares in Q3 2026, an estimated $48.3K.
Strategas Macro Thematic Opportunities ETF made up 1.04% of Insight Wealth Strategies's portfolio in Q3 2026, its #26 holding.
Insight Wealth Strategies first reported a position in Strategas Macro Thematic Opportunities ETF in Q1 2025 and has held it in 7 quarters since.
Insight Wealth Strategies's Strategas Macro Thematic Opportunities ETF position peaked at $11.8M in Q2 2026.
76 funds tracked by Wall St. Rank held Strategas Macro Thematic Opportunities ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.