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Root Financial Partners’s Strategas Macro Thematic Opportunities ETF SAMT Stock Holding History

Root Financial Partners’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 		– Sell
-150
Closed -$5.78K – 3540
2025
Q4 		$5.78K Hold
150
– – ﹤0.01% 1719
2025
Q3 		$5.59K Buy
+150
New +$5.31K ﹤0.01% 1682

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

Root Financial Partners's SAMT Position: Q1 2026 in Review

Root Financial Partners sold out of Strategas Macro Thematic Opportunities ETF (SAMT) in Q1 2026, closing a stake of 150 shares — an estimated $5.78K sold.

Root Financial Partners first reported a position in SAMT in Q3 2025 and held it in 2 quarters. The position peaked at $5.78K in Q4 2025. 62 funds tracked by Wall St. Rank hold SAMT as of Q1 2026.

  • Root Financial Partners reported no remaining Strategas Macro Thematic Opportunities ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 150 Strategas Macro Thematic Opportunities ETF shares in Q1 2026, an estimated $5.78K.
  • Root Financial Partners first reported a position in Strategas Macro Thematic Opportunities ETF in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's Strategas Macro Thematic Opportunities ETF position peaked at $5.78K in Q4 2025.
  • 62 funds tracked by Wall St. Rank held Strategas Macro Thematic Opportunities ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.