Tidal Investments
SAMT icon

Tidal Investments’s Strategas Macro Thematic Opportunities ETF SAMT Stock Holding History

Tidal Investments’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
2024
Q4 		– Sell
-9,756
Closed -$271K – 1965
2024
Q3 		$271K Buy
+9,756
New +$260K ﹤0.01% 1645

Other funds holding SAMT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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
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
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Greenwich Wealth Management
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return

Tidal Investments's SAMT Position: Q4 2024 in Review

Tidal Investments sold out of Strategas Macro Thematic Opportunities ETF (SAMT) in Q4 2024, closing a stake of 9,756 shares — an estimated $271K sold.

Tidal Investments first reported a position in SAMT in Q3 2024 and held it in 1 quarter. The position peaked at $271K in Q3 2024. 28 funds tracked by Wall St. Rank hold SAMT as of Q4 2024.

  • Tidal Investments reported no remaining Strategas Macro Thematic Opportunities ETF position as of Q4 2024 after selling out during the quarter.
  • Tidal Investments sold 9,756 Strategas Macro Thematic Opportunities ETF shares in Q4 2024, an estimated $271K.
  • Tidal Investments first reported a position in Strategas Macro Thematic Opportunities ETF in Q3 2024 and held it in 1 quarter.
  • Tidal Investments's Strategas Macro Thematic Opportunities ETF position peaked at $271K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held Strategas Macro Thematic Opportunities ETF as of Q4 2024.

Based on Tidal Investments's 13F filing for Q4 2024, filed 14 Feb 2025.