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Strategas Global Policy OPP (SAGP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Archford Capital Strategies, LLC
DECREASED
Shares102,143 from 113,870
Change-11,727 (-10%)
Value$3.6M (-$467.9K)
Filed 2026-10-19
Triangle Securities Wealth Management
DECREASED
Shares70,722 from 72,141
Change-1,419 (-2%)
Value$2.5M (-$86.1K)
Filed 2026-10-14
Cambridge Advisors Inc.
INCREASED
Shares18,985 from 18,839
Change+146 (+1%)
Value$664.4K (-$4.4K)
Filed 2026-10-19
Compass Financial Management LLC
NEW
Shares6,167
Change+6,167
Value$215.8K
Filed 2026-10-30
Quantify Chaos Advisors, LLC
DECREASED
Shares5,725 from 5,976
Change-251 (-4%)
Value$200.3K (-$11.8K)
Filed 2026-11-04
Gamma Investing LLC
INCREASED
Shares4,367 from 514
Change+3,853 (+750%)
Value$152.8K (+$134.6K)
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$23.1K ($0)
Filed 2026-11-06
Parallel Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$17.5K (-$252)
Filed 2026-11-03
US Bancorp \de\
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$2.9K (-$42)
Filed 2026-11-05
Baird Financial Group, Inc.
N/A
Shares— from 673,242
Change-673,242 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 524,757
Change-524,757 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 97,507
Change-97,507 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 15,451
Change-15,451 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 14,989
Change-14,989 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 13,420
Change-13,420 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 12,654
Change-12,654 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 6,085
Change-6,085 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 152
Change-152 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Archford Capital Strategies, LLC
DECREASED102,143113,870-11,727-10%$4.0M$3.6M-$467.9K2026-10-19
Triangle Securities Wealth Management
DECREASED70,72272,141-1,419-2%$2.6M$2.5M-$86.1K2026-10-14
Cambridge Advisors Inc.
INCREASED18,98518,839+146+1%$668.8K$664.4K-$4.4K2026-10-19
Compass Financial Management LLC
NEW6,167—+6,167——$215.8K—2026-10-30
Quantify Chaos Advisors, LLC
DECREASED5,7255,976-251-4%$212.2K$200.3K-$11.8K2026-11-04
Gamma Investing LLC
INCREASED4,367514+3,853+750%$18.2K$152.8K+$134.6K2026-10-08
Allworth Financial LP
UNCHANGED65065000%$23.1K$23.1K$02026-11-06
Parallel Advisors, LLC
UNCHANGED50050000%$17.8K$17.5K-$2522026-11-03
US Bancorp \de\
UNCHANGED848400%$3.0K$2.9K-$422026-11-05
Baird Financial Group, Inc.
N/A—673,242-673,242-100%$23.9M———
Envestnet Asset Management Inc
N/A—524,757-524,757-100%$18.6M———
Greenwich Wealth Management LLC
N/A—97,507-97,507-100%$3.5M———
Jaffetilchin Investment Partners, LLC
N/A—15,451-15,451-100%$548.5K———
Bank of America Corp
N/A—14,989-14,989-100%$532.1K———
Fiduciary Trust Co
N/A—13,420-13,420-100%$476.4K———
Jane Street Group, LLC
N/A—12,654-12,654-100%$449.2K———
Nuveen, LLC
N/A—6,085-6,085-100%$216.0K———
Jones Financial Companies Lllp
N/A—152-152-100%$5.3K———
Osaic Holdings, Inc.
N/A—00—$13———
Showing 19 of 19 institutions