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

PSI 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
2025
Q1 		– Sell
-171
Closed -$4.98K – 914
2024
Q4 		$4.98K Sell
171
-53
-24% -$1.55K ﹤0.01% 625
2024
Q3 		$6.22K Hold
224
– – ﹤0.01% 626
2024
Q2 		$5.86K Buy
+224
New +$5.7K ﹤0.01% 610

Other funds holding SAMT

Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Triangle Securities Wealth Management
Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
Armor Investment Advisors
Armor Investment Advisors Raleigh, North Carolina $307M AUM 14.23% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

PSI Advisors's SAMT Position: Q1 2025 in Review

PSI Advisors sold out of Strategas Macro Thematic Opportunities ETF (SAMT) in Q1 2025, closing a stake of 171 shares — an estimated $4.98K sold.

PSI Advisors first reported a position in SAMT in Q2 2024 and held it in 3 quarters. The position peaked at $6.22K in Q3 2024. 31 funds tracked by Wall St. Rank hold SAMT as of Q1 2025.

  • PSI Advisors reported no remaining Strategas Macro Thematic Opportunities ETF position as of Q1 2025 after selling out during the quarter.
  • PSI Advisors sold 171 Strategas Macro Thematic Opportunities ETF shares in Q1 2025, an estimated $4.98K.
  • PSI Advisors first reported a position in Strategas Macro Thematic Opportunities ETF in Q2 2024 and held it in 3 quarters.
  • PSI Advisors's Strategas Macro Thematic Opportunities ETF position peaked at $6.22K in Q3 2024.
  • 31 funds tracked by Wall St. Rank held Strategas Macro Thematic Opportunities ETF as of Q1 2025.

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