JY
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Jeff Yass’s Strategas Macro Thematic Opportunities ETF SAMT Stock Holding History

Jeff Yass’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
2025
Q1 		– Sell
-7,768
Closed -$226K – 13323
2024
Q4 		$226K Buy
+7,768
New +$227K ﹤0.01% 10452

Other funds holding SAMT

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $312M AUM 20.56% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Jeff Yass's SAMT Position: Q1 2025 in Review

Jeff Yass sold out of Strategas Macro Thematic Opportunities ETF (SAMT) in Q1 2025, closing a stake of 7,768 shares — an estimated $226K sold.

Jeff Yass first reported a position in SAMT in Q4 2024 and held it in 1 quarter. The position peaked at $226K in Q4 2024. 31 funds tracked by Wall St. Rank hold SAMT as of Q1 2025.

  • Jeff Yass reported no remaining Strategas Macro Thematic Opportunities ETF position as of Q1 2025 after selling out during the quarter.
  • Jeff Yass sold 7,768 Strategas Macro Thematic Opportunities ETF shares in Q1 2025, an estimated $226K.
  • Jeff Yass first reported a position in Strategas Macro Thematic Opportunities ETF in Q4 2024 and held it in 1 quarter.
  • Jeff Yass's Strategas Macro Thematic Opportunities ETF position peaked at $226K in Q4 2024.
  • 31 funds tracked by Wall St. Rank held Strategas Macro Thematic Opportunities ETF as of Q1 2025.

Based on Susquehanna International Group's 13F filing for Q1 2025, filed 14 May 2025.