Jones Financial Companies’s Strategas Global Policy Opportunities ETF SAGP Stock Holding History

Jones Financial Companies’s Portfolio SAGP Stock Details SAGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.33K	Buy	+152	New	+$5.33K	﹤0.01%	4062

Other funds holding SAGP

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

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

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

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

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Jones Financial Companies's SAGP Position: Q2 2026 in Review

Jones Financial Companies opened a new position in Strategas Global Policy Opportunities ETF (SAGP) in Q2 2026: 152 shares worth $5.33K. The stake represents ﹤0.01% of the portfolio and ranks #4062 among its holdings.

16 funds tracked by Wall St. Rank hold SAGP as of Q2 2026.

Jones Financial Companies held 152 shares of Strategas Global Policy Opportunities ETF worth $5.33K as of Q2 2026.
Strategas Global Policy Opportunities ETF was a new Jones Financial Companies position in Q2 2026.
Strategas Global Policy Opportunities ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4062 holding.
16 funds tracked by Wall St. Rank held Strategas Global Policy Opportunities ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.