Prevail Innovative Wealth Advisors
SAMT icon

Prevail Innovative Wealth Advisors’s Strategas Macro Thematic Opportunities ETF SAMT Stock Holding History

Prevail Innovative Wealth 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
Q3 		$3.71M Buy
+87,409
New +$3.78M 0.48% 76

Other funds holding SAMT

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Greenwich Wealth Management
Greenwich Wealth Management Greenwich, Connecticut $3.09B AUM 22.23% 1-Year Est. Return
Triangle Securities Wealth Management
Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Prevail Innovative Wealth Advisors's SAMT Position: Q3 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in Strategas Macro Thematic Opportunities ETF (SAMT) in Q3 2026: 87,409 shares worth $3.71M. The stake represents 0.48% of the portfolio and ranks #76 among its holdings.

76 funds tracked by Wall St. Rank hold SAMT as of Q3 2026.

  • Prevail Innovative Wealth Advisors held 87,409 shares of Strategas Macro Thematic Opportunities ETF worth $3.71M as of Q3 2026.
  • Strategas Macro Thematic Opportunities ETF was a new Prevail Innovative Wealth Advisors position in Q3 2026.
  • Strategas Macro Thematic Opportunities ETF made up 0.48% of Prevail Innovative Wealth Advisors's portfolio in Q3 2026, its #76 holding.
  • 76 funds tracked by Wall St. Rank held Strategas Macro Thematic Opportunities ETF as of Q3 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.