Strategas Global Policy OppSAGPETF
13F holders, Q1 2024 (March 31)11holders
$27.60avg. 13F price*
At the end of Q1 2024, 11 institutions reported holding Strategas Global Policy Opp (SAGP) in their 13F filings. The largest holders were Baird Financial Group, Inc. ($14.5M), Envestnet Asset Management Inc. ($9.1M) and Triangle Securities Wealth Management ($2.2M).
- Company
- Strategas Global Policy Opp
- Filed as
- ADVISORS INNER CIRCLE FD III (Q1 2024)
- CUSIP
- 00775Y652
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $14K |
| Exits | 2 | $1.2M |
Ownership 11 holders
| Baird Financial Group, Inc. | 0.03% | Reduce -6.7% | 524,988 | $14.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.3% | 330,038 | $9.1M |
| Triangle Securities Wealth Management | 0.63% | Add +0.6% | 80,516 | $2.2M |
| Cambridge Advisors Inc. | 0.14% | Reduce -0.8% | 22,042 | $608K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +17.4% | 15,381 | $425K |
| Fiduciary Trust Co | 0.01% | No change | 13,420 | $370K |
| Archford Capital Strategies, LLC | 0.04% | Add +0.7% | 8,829 | $244K |
| Morgan Stanley | 0.00% | No change | 1,427 | $39K |
| Parallel Advisors, LLC | 0.00% | New | 500 | $14K |
| GAMMA Investing LLC | 0.00% | No change | 217 | $6K |
| UBS Group AG | 0.00% | Reduce -82.6% | 190 | $5K |
"% of holder's portfolio" is SAGP's weight in each manager's 13F, not the share of Strategas Global Policy Opp the manager owns.