SAM
SAMM icon

Synergy Asset Management’s Strategas Macro Momentum ETF SAMM Stock Holding History

Synergy Asset Management’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
2026
Q2 		$525K Buy
+16,248
New +$519K 0.05% 156

Other funds holding SAMM

ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Synergy Asset Management's SAMM Position: Q2 2026 in Review

Synergy Asset Management opened a new position in Strategas Macro Momentum ETF (SAMM) in Q2 2026: 16,248 shares worth $525K. The stake represents 0.05% of the portfolio and ranks #156 among its holdings.

2 funds tracked by Wall St. Rank hold SAMM as of Q2 2026.

  • Synergy Asset Management held 16,248 shares of Strategas Macro Momentum ETF worth $525K as of Q2 2026.
  • Strategas Macro Momentum ETF was a new Synergy Asset Management position in Q2 2026.
  • Strategas Macro Momentum ETF made up 0.05% of Synergy Asset Management's portfolio in Q2 2026, its #156 holding.
  • 2 funds tracked by Wall St. Rank held Strategas Macro Momentum ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.