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 Q2	$11.8M	Buy	251,772 +2,935	+1%	+$130K	1.15%	26
2026 Q1	$9.77M	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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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 $2.74B AUM 36.19% 1-Year Est. Return

Insight Wealth Strategies's SAMT Position: Q2 2026 in Review

Insight Wealth Strategies increased its Strategas Macro Thematic Opportunities ETF (SAMT) stake by 1.2% in Q2 2026, buying an estimated $130K and bringing the position to 251,772 shares worth $11.8M. The position accounts for 1.15% of the portfolio, ranked #26.

Insight Wealth Strategies first reported a position in SAMT in Q1 2025 and has held it in 6 quarters since. 84 funds tracked by Wall St. Rank hold SAMT as of Q2 2026.

Insight Wealth Strategies held 251,772 shares of Strategas Macro Thematic Opportunities ETF worth $11.8M as of Q2 2026.
Insight Wealth Strategies bought 2,935 Strategas Macro Thematic Opportunities ETF shares in Q2 2026, an estimated $130K.
Strategas Macro Thematic Opportunities ETF made up 1.15% of Insight Wealth Strategies's portfolio in Q2 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 6 quarters since.
84 funds tracked by Wall St. Rank held Strategas Macro Thematic Opportunities ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.