Jaffetilchin Investment Partners, LLC SAMM β€” STRATEGAS MACRO MOMENTUM ETF

Ownership history in Jaffetilchin Investment Partners, LLC  Β·  5 quarters on record

AI Ownership Summary

Jaffetilchin Investment Partners, LLC reported STRATEGAS MACRO MOMENTUM ETF (SAMM) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.1% in 2025 Q1. The latest visible filing shows SAMM at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SAMM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jaffetilchin Investment Partners, LLC's position in STRATEGAS MACRO MOMENTUM ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SAMM was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Jaffetilchin Investment Partners, LLC held SAMM β€” position size vs. price
% of Fund (quarterly)    SAMM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 48,275 +1,518 +3.2% 0.09% $1.5M 2026-05-13 $32.15
2025 Q4 REDUCED 9.3% +0.4% ❌ 46,757 -4,767 -9.3% 0.08% $1.4M 2026-01-15 $31.12
2025 Q3 ADDED β€” β€” β€” 51,524 +1,920 +3.9% 0.09% $1.5M 2025-11-13 $29.00
2025 Q2 REDUCED 11.6% +5.1% ❌ 49,604 -6,531 -11.6% 0.09% $1.4M 2025-08-12 $27.45
2025 Q1 INITIATED β€” β€” β€” 56,135 β€” β€” 0.10% $1.4M 2025-04-24 $23.98

🏒 Other funds also holding SAMM

As of 2026 Q2 β€” sorted by position size

Archford Capital Strategies, LLC 3Y 7Y 0.19% Synergy Asset Management, LLC 3Y 0.05%

FAQ About Jaffetilchin Investment Partners, LLC and SAMM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Jaffetilchin Investment Partners, LLC reported owning SAMM?

Jaffetilchin Investment Partners, LLC reported SAMM across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported SAMM position in Jaffetilchin Investment Partners, LLC's portfolio?

The largest reported portfolio weight for SAMM was 0.10% in 2025 Q1.

What is the latest reported SAMM position on this page?

The most recent filing on this page is 2026 Q1, when Jaffetilchin Investment Partners, LLC reported 48,275 shares, equal to 0.09% of portfolio, with an estimated market value of $1.5M.

What does the chart on this SAMM ownership page compare?

The chart compares Jaffetilchin Investment Partners, LLC's quarterly SAMM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Jaffetilchin Investment Partners, LLC time their SAMM position?

Based on 13F filing dates vs. subsequent SAMM price moves, Jaffetilchin Investment Partners, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on SAMM relative to SPY over the holding period was -2.3%.

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