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Strategas Global Policy OPP (SAGP)

CUSIP: 00775Y652 | NYSE | 32 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Archford Capital Strategies, LLC102,143
0.4% of portfolio›$3.6M
Triangle Securities Wealth Management70,722
0.5% of portfolio›$2.5M
Cambridge Advisors Inc.18,985
0.1% of portfolio›$664.4K
Compass Financial Management LLC6,167
0.0% of portfolio›$215.8K
Quantify Chaos Advisors, LLC5,725
0.5% of portfolio›$200.3K
Gamma Investing LLC4,367
0.0% of portfolio›$152.8K
Allworth Financial LP650
0.0% of portfolio›$23.1K
Parallel Advisors, LLC500
0.0% of portfolio›$17.5K
US Bancorp \de\84
0.0% of portfolio›$2.9K
StyleTurnoverLocationFiled
Archford Capital Strategies, LLC
102,143$3.6M0.4%GrowthMediumSwansea, IL2026-10-19
Triangle Securities Wealth Management
70,722$2.5M0.5%CoreLowRaleigh, NC2026-10-14
Cambridge Advisors Inc.
18,985$664.4K0.1%ETFVery LowOmaha, NE2026-10-19
Compass Financial Management LLC
6,167$215.8K0.0%CoreN/ATampa, FL2026-10-30
Quantify Chaos Advisors, LLC
5,725$200.3K0.5%ETFMediumBrooklyn, NY2026-11-04
Gamma Investing LLC
4,367$152.8K0.0%IndexVery LowFoster City, CA2026-10-08
Allworth Financial LP
650$23.1K0.0%IndexLowFolsom, CA2026-11-06
Parallel Advisors, LLC
500$17.5K0.0%IndexLowSan Francisco, CA2026-11-03
US Bancorp \de\
84$2.9K0.0%IndexLowMinneapolis, MN2026-11-05