Steward Partners Investment Advisory, LLC Purchases in Q1 2025

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Innovator Etfs Trust
240
+ 1.71%
N/A
14.3K $0
Innovator Etfs Trust
192
New
N/A
192 $0
Innovator Etfs Trust
417
New
N/A
417 $0
Innovator Etfs Trust
842
+ 10.09%
N/A
9.19K $0
Invesco Actively Managed Exc
3.79K
+ 29.02%
N/A
16.8K $0
INTU
Intuit Inc

Technology
365
+ 2.36%
$555.63 - $630.23 $203K - $230K
15.8K $9.73M
IQI
Invesco Quality Municipal Income Trust

Financial Services
184
+ 1.96%
$9.59 - $10.1 $1.76K - $1.86K
9.56K $92K
RYU
Invesco S&P 500 Equal Weight U

ETFs
1.3K
+ 581.7%
N/A
1.53K $0
EWRE
Invesco S&P 500 Equal Weight R

ETFs
7
New
N/A
7 $0
PXQ
Invesco Exchange Traded Fd Tr
2
+ 0.15%
N/A
1.32K $0
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
2
+ 0.69%
$27.4 - $30.58 $54.8 - $61.2
291 $8K
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
325
+ 8.33%
N/A
4.23K $0
Invesco Exch Trd Slf Idx Fd
2.12K
+ 26.55%
N/A
10.1K $0
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
17
New
$1.41 - $4.58 $24 - $77.9
17 $0
IDRV
Ishares Tr Self Driving Ev & T

ETFs
32
New
$28.9 - $31.59 $925 - $1.01K
32 $0
HYGW
Ishares Tr High Yield Corporat
250
+ 2.46%
N/A
10.4K $0
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
6
+ 0.64%
$19.0 - $19.66 $114 - $118
944 $18K
Ishares Bitcoin Trust ETF
1.18K
New
N/A
1.18K $0
Ishares Tr
115
+ 13.92%
N/A
941 $0
Ishares Tr
257
+ 65.73%
N/A
648 $0
JPRE
J P Morgan Exchange Traded Fd

ETFs
13
New
$45.34 - $49.96 $589 - $649
13 $0
JPEM
Jp Morgan Diversified Return

ETFs
14
New
$50.81 - $54.04 $711 - $757
14 $0
JPHY
Jp Morgan High Yield Research

ETFs
14
+ 2.5%
N/A
573 $0
JGRO
J P Morgan Exchange Traded Fd
1.03K
+ 15.23%
N/A
7.76K $0
J P Morgan Exchange Traded F
1.26K
+ 65.87%
N/A
3.18K $0
J P Morgan Exchange Traded F
60
+ 2.26%
N/A
2.72K $0
J P Morgan Exchange Traded F
2.23K
+ 120.12%
N/A
4.08K $0
Jacobs Solutions Inc
40
+ 1.15%
N/A
3.51K $0
JBI
Janus International Group, Inc.

Industrials
121
+ 17.26%
$6.95 - $9.11 $841 - $1.1K
822 $5K
Janus Detroit Str Tr
797
+ 13.82%
N/A
6.56K $0
Jpmorgan Chase Finl CO LLC
4.47K
+ 41.2%
N/A
15.3K $0
Kkr & CO Inc
100
New
N/A
100 $0
KKS.F
Joint Stock Company Kaspi.Kz

Technology
210
New
N/A
210 $0
Strategic Trust
440
+ 19.52%
N/A
2.69K $0
Korro Bio Inc
100
+ 18.18%
N/A
650 $0
Li Cycle Holdings Corp
13
+ 6.95%
N/A
200 $0
Lam Research Corp
4.57K
+ 7.24%
N/A
67.6K $0
LNDC
Landec Corp \Ca\

Healthcare
3.05K
+ 11.22%
N/A
30.2K $0
Landbridge Company LLC
2.24K
+ 48.1%
N/A
6.89K $0
BETZ
Listed Fds Trroundhill Sports
150
New
N/A
150 $0
Listed Fd Tr
50.7K
+ 7166.2%
N/A
51.4K $0
Loar Holdings Inc
6
+ 30.0%
N/A
26 $0
Longeveron Inc
2.38K
New
N/A
2.38K $0
Lufax Holding LTD
5.25K
New
N/A
5.25K $0
LUNA
Luna Innovations Inc

Technology
25
New
$0.68 - $2.05 $17 - $51.2
25 $0
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
1
New
$272.79 - $355.88 $273 - $356
1 $0
Maplebear Inc
1.54K
+ 148.93%
N/A
2.57K $0
MKTX
Marketaxess Holdings Inc

Financial Services
2
+ 2.53%
$189.81 - $226.47 $380 - $453
81 $17K
Masterbrand Inc
3.92K
+ 222.37%
N/A
5.68K $0
Activity Summary
Buys All Purchases 1720 New Holdings 240 Increased Positions 1480 Sells All Sells 1196 Reductions 1196 Sold out 0 Options Calls 0 Puts 0
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