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BOLTON SECURITIES CORPORATION’s Strategas Macro Thematic Opportunities ETF SAMT Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		– Sell
-1,305
Closed -$62.3K – 2332
2026
Q2 		$62.3K Buy
+1,305
New +$57.6K ﹤0.01% 1258

Other funds holding SAMT

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Greenwich Wealth Management
Greenwich Wealth Management Greenwich, Connecticut $3.09B AUM 22.23% 1-Year Est. Return
Triangle Securities Wealth Management
Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Members Advisory Group
Members Advisory Group Williamsville, New York $346M AUM 28.02% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SAMT Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION sold out of Strategas Macro Thematic Opportunities ETF (SAMT) in Q3 2026, closing a stake of 1,305 shares — an estimated $62.3K sold.

BOLTON SECURITIES CORPORATION first reported a position in SAMT in Q2 2026 and held it in 1 quarter. The position peaked at $62.3K in Q2 2026. 57 funds tracked by Wall St. Rank hold SAMT as of Q3 2026.

  • BOLTON SECURITIES CORPORATION reported no remaining Strategas Macro Thematic Opportunities ETF position as of Q3 2026 after selling out during the quarter.
  • BOLTON SECURITIES CORPORATION sold 1,305 Strategas Macro Thematic Opportunities ETF shares in Q3 2026, an estimated $62.3K.
  • BOLTON SECURITIES CORPORATION first reported a position in Strategas Macro Thematic Opportunities ETF in Q2 2026 and held it in 1 quarter.
  • BOLTON SECURITIES CORPORATION's Strategas Macro Thematic Opportunities ETF position peaked at $62.3K in Q2 2026.
  • 57 funds tracked by Wall St. Rank held Strategas Macro Thematic Opportunities ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.