Synergy Asset Management’s Strategas Macro Momentum ETF SAMM Stock Holding History
Bought
Maintained
Sold
Other funds holding SAMM
Synergy Asset Management's SAMM Position: Q3 2026 in Review
Synergy Asset Management reduced its Strategas Macro Momentum ETF (SAMM) stake by 53% in Q3 2026, selling an estimated $281K and leaving 7,605 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #238.
Synergy Asset Management first reported a position in SAMM in Q2 2026 and has held it in 2 quarters since. The position peaked at $525K in Q2 2026. 7 funds tracked by Wall St. Rank hold SAMM as of Q3 2026.
- Synergy Asset Management held 7,605 shares of Strategas Macro Momentum ETF worth $269K as of Q3 2026.
- Synergy Asset Management sold 8,643 Strategas Macro Momentum ETF shares in Q3 2026, an estimated $281K.
- Strategas Macro Momentum ETF made up 0.02% of Synergy Asset Management's portfolio in Q3 2026, its #238 holding.
- Synergy Asset Management first reported a position in Strategas Macro Momentum ETF in Q2 2026 and has held it in 2 quarters since.
- Synergy Asset Management's Strategas Macro Momentum ETF position peaked at $525K in Q2 2026.
- 7 funds tracked by Wall St. Rank held Strategas Macro Momentum ETF as of Q3 2026.
Based on Synergy Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.