Investors Research Corp’s Strategas Macro Thematic Opportunities ETF SAMT Stock Holding History

Investors Research Corp’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	$10.2K	Hold	213	–	–	﹤0.01%	536
2026 Q1	$8.37K	Buy	213 +50	+31%	+$2K	﹤0.01%	555
2025 Q4	$6.28K	Hold	163	–	–	﹤0.01%	662
2025 Q3	$6.08K	Hold	163	–	–	﹤0.01%	691
2025 Q2	$5.61K	Hold	163	–	–	﹤0.01%	731
2025 Q1	$4.76K	Hold	163	–	–	﹤0.01%	767
2024 Q4	$4.75K	Buy	+163	New	+$4.76K	﹤0.01%	764

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

Investors Research Corp's SAMT Position: Q2 2026 in Review

Investors Research Corp held its Strategas Macro Thematic Opportunities ETF (SAMT) position steady in Q2 2026 at 213 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Investors Research Corp first reported a position in SAMT in Q4 2024 and has held it in 7 quarters since. 84 funds tracked by Wall St. Rank hold SAMT as of Q2 2026.

Investors Research Corp held 213 shares of Strategas Macro Thematic Opportunities ETF worth $10.2K as of Q2 2026.
Investors Research Corp left its Strategas Macro Thematic Opportunities ETF share count unchanged in Q2 2026.
Strategas Macro Thematic Opportunities ETF made up ﹤0.01% of Investors Research Corp's portfolio in Q2 2026, its #536 holding.
Investors Research Corp first reported a position in Strategas Macro Thematic Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
84 funds tracked by Wall St. Rank held Strategas Macro Thematic Opportunities ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.