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Triangle Securities Wealth Management’s Strategas Global Policy Opportunities ETF SAGP Stock Holding History

Triangle Securities Wealth Management’s Portfolio SAGP Stock Details SAGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.56M Sell
72,141
-2,347
-3% -$82.3K 0.51% 57
2026
Q1 		$2.56M Sell
74,488
-160
-0.2% -$5.68K 0.58% 54
2025
Q4 		$2.53M Sell
74,648
-2,579
-3% -$88.4K 0.53% 52
2025
Q3 		$2.66M Sell
77,227
-3,292
-4% -$110K 0.6% 51
2025
Q2 		$2.65M Sell
80,519
-559
-0.7% -$17.3K 0.65% 46
2025
Q1 		$2.45M Buy
81,078
+1,456
+2% +$43.4K 0.63% 48
2024
Q4 		$2.27M Buy
79,622
+20
+0% +$600 0.58% 51
2024
Q3 		$2.39M Sell
79,602
-3,209
-4% -$91.9K 0.62% 48
2024
Q2 		$2.25M Buy
82,811
+2,295
+3% +$62.1K 0.64% 51
2024
Q1 		$2.22M Buy
80,516
+492
+0.6% +$13K 0.63% 46
2023
Q4 		$2.08M Buy
80,024
+1,489
+2% +$36.1K 0.65% 46
2023
Q3 		$1.85M Buy
78,535
+4,522
+6% +$112K 0.66% 46
2023
Q2 		$1.86M Buy
74,013
+9,431
+15% +$232K 0.64% 50
2023
Q1 		$1.58M Buy
64,582
+24,573
+61% +$596K 0.56% 59
2022
Q4 		$943K Buy
+40,009
New +$919K 0.35% 85

Other funds holding SAGP

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
QCA
Quantify Chaos Advisors Brooklyn, New York $35.5M AUM
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Triangle Securities Wealth Management's SAGP Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Strategas Global Policy Opportunities ETF (SAGP) stake by 3.2% in Q2 2026, selling an estimated $82.3K and leaving 72,141 shares worth $2.56M. The position accounts for 0.51% of the portfolio, ranked #57.

Triangle Securities Wealth Management first reported a position in SAGP in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.66M in Q3 2025. 15 funds tracked by Wall St. Rank hold SAGP as of Q2 2026.

  • Triangle Securities Wealth Management held 72,141 shares of Strategas Global Policy Opportunities ETF worth $2.56M as of Q2 2026.
  • Triangle Securities Wealth Management sold 2,347 Strategas Global Policy Opportunities ETF shares in Q2 2026, an estimated $82.3K.
  • Strategas Global Policy Opportunities ETF made up 0.51% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Triangle Securities Wealth Management first reported a position in Strategas Global Policy Opportunities ETF in Q4 2022 and has held it in 15 quarters since.
  • Triangle Securities Wealth Management's Strategas Global Policy Opportunities ETF position peaked at $2.66M in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Strategas Global Policy Opportunities ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.