Morgan Stanley
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Morgan Stanley’s Strategas Global Policy Opportunities ETF SAGP Stock Holding History

Morgan Stanley’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
2024
Q2 		– Sell
-1,427
Closed -$39.4K – 7948
2024
Q1 		$39.4K Sell
1,427
-1,427
-50% -$37.7K ﹤0.01% 6303
2023
Q4 		$74.2K Buy
+2,854
New +$69.2K ﹤0.01% 6258

Other funds holding SAGP

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
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $430M AUM 23.45% 1-Year Est. Return

Morgan Stanley's SAGP Position: Q2 2024 in Review

Morgan Stanley sold out of Strategas Global Policy Opportunities ETF (SAGP) in Q2 2024, closing a stake of 1,427 shares — an estimated $39.4K sold.

Morgan Stanley first reported a position in SAGP in Q4 2023 and held it in 2 quarters. The position peaked at $74.2K in Q4 2023. 14 funds tracked by Wall St. Rank hold SAGP as of Q2 2024.

  • Morgan Stanley reported no remaining Strategas Global Policy Opportunities ETF position as of Q2 2024 after selling out during the quarter.
  • Morgan Stanley sold 1,427 Strategas Global Policy Opportunities ETF shares in Q2 2024, an estimated $39.4K.
  • Morgan Stanley first reported a position in Strategas Global Policy Opportunities ETF in Q4 2023 and held it in 2 quarters.
  • Morgan Stanley's Strategas Global Policy Opportunities ETF position peaked at $74.2K in Q4 2023.
  • 14 funds tracked by Wall St. Rank held Strategas Global Policy Opportunities ETF as of Q2 2024.

Based on Morgan Stanley's 13F filing for Q2 2024, filed 14 Aug 2024.