MA
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Mutual Advisors’s Strategas Macro Thematic Opportunities ETF SAMT Stock Holding History

Mutual Advisors’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 		$1.6M Buy
40,841
+4,301
+12% +$172K 0.03% 442
2025
Q4 		$1.41M Buy
36,540
+530
+1% +$20.1K 0.03% 459
2025
Q3 		$1.37M Buy
36,010
+19,440
+117% +$688K 0.03% 470
2025
Q2 		$591K Buy
16,570
+131
+0.8% +$4.07K 0.01% 703
2025
Q1 		$482K Buy
16,439
+1,560
+10% +$47.4K 0.01% 727
2024
Q4 		$444K Buy
14,879
+3,697
+33% +$108K 0.01% 743
2024
Q3 		$317K Sell
11,182
-272
-2% -$7.26K 0.01% 871
2024
Q2 		$298K Buy
11,454
+1,784
+18% +$45.4K 0.01% 887
2024
Q1 		$245K Buy
+9,670
New +$235K 0.01% 954

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 $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 $2.45B AUM 39.53% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

Mutual Advisors's SAMT Position: Q1 2026 in Review

Mutual Advisors increased its Strategas Macro Thematic Opportunities ETF (SAMT) stake by 12% in Q1 2026, buying an estimated $172K and bringing the position to 40,841 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #442.

Mutual Advisors first reported a position in SAMT in Q1 2024 and has held it in 9 quarters since. 62 funds tracked by Wall St. Rank hold SAMT as of Q1 2026.

  • Mutual Advisors held 40,841 shares of Strategas Macro Thematic Opportunities ETF worth $1.6M as of Q1 2026.
  • Mutual Advisors bought 4,301 Strategas Macro Thematic Opportunities ETF shares in Q1 2026, an estimated $172K.
  • Strategas Macro Thematic Opportunities ETF made up 0.03% of Mutual Advisors's portfolio in Q1 2026, its #442 holding.
  • Mutual Advisors first reported a position in Strategas Macro Thematic Opportunities ETF in Q1 2024 and has held it in 9 quarters since.
  • 62 funds tracked by Wall St. Rank held Strategas Macro Thematic Opportunities ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.