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Regatta Research & Money Management’s Strategas Macro Thematic Opportunities ETF SAMT Stock Holding History

Regatta Research & Money Management’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 		$141K Buy
+2,961
New +$131K 0.13% 147

Other funds holding SAMT

Envestnet Asset Management
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
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Cambridge Investment Research Advisors
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
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Regatta Research & Money Management's SAMT Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Strategas Macro Thematic Opportunities ETF (SAMT) in Q2 2026: 2,961 shares worth $141K. The stake represents 0.13% of the portfolio and ranks #147 among its holdings.

69 funds tracked by Wall St. Rank hold SAMT as of Q2 2026.

  • Regatta Research & Money Management held 2,961 shares of Strategas Macro Thematic Opportunities ETF worth $141K as of Q2 2026.
  • Strategas Macro Thematic Opportunities ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Strategas Macro Thematic Opportunities ETF made up 0.13% of Regatta Research & Money Management's portfolio in Q2 2026, its #147 holding.
  • 69 funds tracked by Wall St. Rank held Strategas Macro Thematic Opportunities ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.