KF
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Krilogy Financial’s Strategas Macro Thematic Opportunities ETF SAMT Stock Holding History

Krilogy Financial’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
Q1 		$5.89M Buy
+139,191
New +$5.56M 0.19% 89

Other funds holding SAMT

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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 $2.45B AUM 39.53% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

Krilogy Financial's SAMT Position: Q1 2026 in Review

Krilogy Financial opened a new position in Strategas Macro Thematic Opportunities ETF (SAMT) in Q1 2026: 139,191 shares worth $5.89M. The stake represents 0.19% of the portfolio and ranks #89 among its holdings.

62 funds tracked by Wall St. Rank hold SAMT as of Q1 2026.

  • Krilogy Financial held 139,191 shares of Strategas Macro Thematic Opportunities ETF worth $5.89M as of Q1 2026.
  • Strategas Macro Thematic Opportunities ETF was a new Krilogy Financial position in Q1 2026.
  • Strategas Macro Thematic Opportunities ETF made up 0.19% of Krilogy Financial's portfolio in Q1 2026, its #89 holding.
  • 62 funds tracked by Wall St. Rank held Strategas Macro Thematic Opportunities ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.