PWM
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Perigon Wealth Management’s Strategas Macro Thematic Opportunities ETF SAMT Stock Holding History

Perigon Wealth 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
Q1 		$889K Buy
+22,635
New +$904K 0.02% 568

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

Perigon Wealth Management's SAMT Position: Q1 2026 in Review

Perigon Wealth Management opened a new position in Strategas Macro Thematic Opportunities ETF (SAMT) in Q1 2026: 22,635 shares worth $889K. The stake represents 0.02% of the portfolio and ranks #568 among its holdings.

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

  • Perigon Wealth Management held 22,635 shares of Strategas Macro Thematic Opportunities ETF worth $889K as of Q1 2026.
  • Strategas Macro Thematic Opportunities ETF was a new Perigon Wealth Management position in Q1 2026.
  • Strategas Macro Thematic Opportunities ETF made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #568 holding.
  • 62 funds tracked by Wall St. Rank held Strategas Macro Thematic Opportunities ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.