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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

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 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. 19 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.
  • 19 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.