PA
SAGP icon

PSI Advisors’s Strategas Global Policy Opportunities ETF SAGP Stock Holding History

PSI Advisors’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
2025
Q1 		– Sell
-172
Closed -$4.9K – 913
2024
Q4 		$4.9K Sell
172
-53
-24% -$1.59K ﹤0.01% 627
2024
Q3 		$6.77K Hold
225
– – ﹤0.01% 604
2024
Q2 		$6.11K Buy
+225
New +$6.08K ﹤0.01% 601

Other funds holding SAGP

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PSI Advisors's SAGP Position: Q1 2025 in Review

PSI Advisors sold out of Strategas Global Policy Opportunities ETF (SAGP) in Q1 2025, closing a stake of 172 shares — an estimated $4.9K sold.

PSI Advisors first reported a position in SAGP in Q2 2024 and held it in 3 quarters. The position peaked at $6.77K in Q3 2024. 12 funds tracked by Wall St. Rank hold SAGP as of Q1 2025.

  • PSI Advisors reported no remaining Strategas Global Policy Opportunities ETF position as of Q1 2025 after selling out during the quarter.
  • PSI Advisors sold 172 Strategas Global Policy Opportunities ETF shares in Q1 2025, an estimated $4.9K.
  • PSI Advisors first reported a position in Strategas Global Policy Opportunities ETF in Q2 2024 and held it in 3 quarters.
  • PSI Advisors's Strategas Global Policy Opportunities ETF position peaked at $6.77K in Q3 2024.
  • 12 funds tracked by Wall St. Rank held Strategas Global Policy Opportunities ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.