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PSI Advisors’s Strategas Macro Momentum ETF SAMM Stock Holding History

PSI Advisors’s Portfolio SAMM Stock Details SAMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-140
Closed -$3.8K – 957
2024
Q4 		$3.8K Sell
140
-44
-24% -$1.23K ﹤0.01% 657
2024
Q3 		$4.92K Hold
184
– – ﹤0.01% 662
2024
Q2 		$4.58K Buy
+184
New +$4.58K ﹤0.01% 651

Other funds holding SAMM

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PSI Advisors's SAMM Position: Q1 2025 in Review

PSI Advisors sold out of Strategas Macro Momentum ETF (SAMM) in Q1 2025, closing a stake of 140 shares — an estimated $3.8K sold.

PSI Advisors first reported a position in SAMM in Q2 2024 and held it in 3 quarters. The position peaked at $4.92K in Q3 2024. 6 funds tracked by Wall St. Rank hold SAMM as of Q1 2025.

  • PSI Advisors reported no remaining Strategas Macro Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • PSI Advisors sold 140 Strategas Macro Momentum ETF shares in Q1 2025, an estimated $3.8K.
  • PSI Advisors first reported a position in Strategas Macro Momentum ETF in Q2 2024 and held it in 3 quarters.
  • PSI Advisors's Strategas Macro Momentum ETF position peaked at $4.92K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Strategas Macro Momentum ETF as of Q1 2025.

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