Steward Partners Investment Advisory, LLC Incresed Positions in Q2 2024

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
3.4K
+ 8.99%
$19.36 - $21.89 $65.9K - $74.5K
41.3K $898K
FTGC
First Trust Global Tactical CO

ETFs
4.63K
+ 3.65%
$23.62 - $24.89 $109K - $115K
131K $3.14M
RCM
R1 Rcm Inc.

Healthcare
11K
+ 115.75%
$11.75 - $12.99 $129K - $142K
20.4K $256K
UBER
Uber Technologies, Inc

Technology
8.18K
+ 7.67%
$63.52 - $77.16 $520K - $631K
115K $8.35M
CHWY
Chewy, Inc.

Consumer Cyclical
1.62K
+ 20.54%
$14.99 - $29.99 $24.3K - $48.5K
9.5K $258K
TEL
Te Connectivity Ltd.

Technology
768
+ 23.44%
$139.45 - $152.0 $107K - $117K
4.05K $608K
NJUL
Innovator Growth 100 Power Buf

Technology
1.5K
+ 7.07%
$56.18 - $59.46 $84.3K - $89.2K
22.7K $1.35M
INDA
Ishares Msci India Index Fund

ETFs
1.62K
+ 18.41%
$50.97 - $55.8 $82.4K - $90.2K
10.4K $579K
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
8.36K
+ 44.81%
$14.94 - $15.37 $125K - $129K
27K $414K
ROP
Roper Technologies Inc

Industrials
184
+ 2.27%
$510.82 - $563.66 $94K - $104K
8.28K $4.67M
KJUL
Innovator U.S. Small Cap Power

Technology
4.47K
+ 243.72%
$26.59 - $28.26 $119K - $126K
6.3K $174K
VNLA
Janus Henderson Short Duration

ETFs
2.44K
+ 1.84%
$48.22 - $48.55 $118K - $118K
135K $6.56M
PWB
Invesco Exchange Traded Fd Tr

ETFs
700
+ 6.46%
$83.83 - $94.82 $58.7K - $66.4K
11.5K $1.09M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
370
+ 2.07%
$108.69 - $119.84 $40.2K - $44.3K
18.2K $2.17M
DNL
Wiswisdomtree Tr

ETFs
3.08K
+ 44.09%
$37.04 - $39.97 $114K - $123K
10.1K $392K
BJUN
Innovator U.S. Equity Buffer E

ETFs
3.02K
+ 488.21%
$37.03 - $39.13 $112K - $118K
3.64K $142K
IGM
Ishares Expanded Tech Sector E

ETFs
730
+ 11.83%
$80.02 - $95.38 $58.4K - $69.6K
6.9K $650K
XLF
Financial Sector Spdr

ETFs
7.83K
+ 3.89%
$39.59 - $42.49 $310K - $333K
209K $8.58M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
8.65K
+ 77.11%
$13.49 - $15.05 $117K - $130K
19.9K $284K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
1.02K
+ 35.36%
$94.13 - $104.18 $95.6K - $106K
3.89K $403K
BEPC
Brookfield Renewable Corp

Utilities
495
+ 1.82%
$21.57 - $32.37 $10.7K - $16K
27.6K $784K
FICO
Fair Isaac Corp

Technology
49
+ 26.34%
$1110.85 - $1488.66 $54.4K - $72.9K
235 $349K
SMG
Scotts Miracle Gro CO

Basic Materials
2.84K
+ 40.03%
$63.78 - $76.06 $181K - $216K
9.94K $646K
BP
Bp PLC

Energy
5.68K
+ 10.07%
$34.89 - $39.65 $198K - $225K
62K $2.24M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
3K
+ 359.71%
$37.21 - $39.92 $112K - $120K
3.83K $148K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
267
+ 0.38%
$40.93 - $44.6 $10.9K - $11.9K
71.4K $3.09M
AM
Antero Midstream Corp

Energy
7.39K
+ 115.84%
$13.59 - $15.02 $100K - $111K
13.8K $203K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
8.99K
+ 32.95%
$10.55 - $11.87 $94.8K - $107K
36.3K $422K
CBSH
Commerce Bancshares Inc

Financial Services
743
+ 2.67%
$51.23 - $57.08 $38.1K - $42.4K
28.6K $1.59M
GGAL
Grupo Financiero Galicia Sa

Financial Services
3K
+ 75.0%
$24.92 - $37.28 $74.8K - $112K
7K $213K
SA
Seabridge Gold Inc

Basic Materials
8.56K
+ 251.68%
$13.69 - $16.65 $117K - $142K
12K $163K
WMS
Advanced Drainage Systems, Inc.

Industrials
705
+ 216.92%
$155.57 - $179.24 $110K - $126K
1.03K $165K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
175
+ 24.48%
$143.31 - $247.0 $25.1K - $43.2K
890 $216K
TRUP
Trupanion, Inc.

Financial Services
3K
+ 23.99%
$19.85 - $32.82 $59.6K - $98.5K
15.5K $455K
VT
Vanguard Total World Stk Index

ETFs
456
+ 1.65%
$104.94 - $113.51 $47.9K - $51.8K
28.2K $3.17M
BSJR
Invesco Indx Tr

ETFs
4.93K
+ 114.39%
$21.86 - $22.26 $108K - $110K
9.24K $204K
JCE
Nuveen Core Equity Alpha Fund

Financial Services
3.57K
+ 6.06%
$13.33 - $15.0 $47.5K - $53.5K
62.5K $937K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.02K
+ 2.22%
$50.02 - $51.62 $151K - $156K
139K $7.14M
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.15K
+ 3.3%
$50.32 - $50.55 $108K - $109K
67.3K $3.4M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.88K
+ 7.58%
$35.3 - $38.79 $66.2K - $72.7K
26.6K $1M
EBC
Eastern Bankshares, Inc.

Financial Services
6.78K
+ 12.21%
$12.24 - $14.41 $82.9K - $97.6K
62.2K $870K
EQNR
Equinor Asa

Energy
3.12K
+ 29.68%
$26.45 - $29.14 $82.5K - $90.9K
13.6K $389K
URA
Global X Uranium ETF

ETFs
3.48K
+ 10.08%
$28.77 - $33.21 $100K - $115K
37.9K $1.1M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
2.3K
+ 14.25%
$32.47 - $34.15 $74.7K - $78.6K
18.5K $629K
ICLN
Ishares

ETFs
8.35K
+ 87.97%
$13.02 - $15.08 $109K - $126K
17.8K $237K
MPLX
Mplx LP

Energy
1.54K
+ 4.07%
$39.66 - $42.59 $61K - $65.5K
39.3K $1.68M
UITB
Usaa ETF Tr Core Intermediate

ETFs
2.29K
+ 1146.0%
$45.08 - $46.44 $103K - $106K
2.49K $114K
THC
Tenet Healthcare Corp

Healthcare
272
+ 11.44%
$91.08 - $140.75 $24.8K - $38.3K
2.65K $352K
RPG
Invesco Exchange Traded Fd Tr

ETFs
2.58K
+ 24.47%
$33.42 - $37.39 $86.1K - $96.3K
13.1K $488K
Activity Summary
Buys All Purchases 1482 New Holdings 217 Increased Positions 1265 Sells All Sells 1134 Reductions 1134 Sold out 0 Options Calls 0 Puts 0
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