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Kestra Advisory Services’s Strategas Global Policy Opportunities ETF SAGP Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-2,713
Closed -$91.9K – 4171
2025
Q4 		$91.9K Buy
+2,713
New +$93K ﹤0.01% 3494

Other funds holding SAGP

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kestra Advisory Services's SAGP Position: Q1 2026 in Review

Kestra Advisory Services sold out of Strategas Global Policy Opportunities ETF (SAGP) in Q1 2026, closing a stake of 2,713 shares — an estimated $91.9K sold.

Kestra Advisory Services first reported a position in SAGP in Q4 2025 and held it in 1 quarter. The position peaked at $91.9K in Q4 2025. 15 funds tracked by Wall St. Rank hold SAGP as of Q1 2026.

  • Kestra Advisory Services reported no remaining Strategas Global Policy Opportunities ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,713 Strategas Global Policy Opportunities ETF shares in Q1 2026, an estimated $91.9K.
  • Kestra Advisory Services first reported a position in Strategas Global Policy Opportunities ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Strategas Global Policy Opportunities ETF position peaked at $91.9K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Strategas Global Policy Opportunities ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.