Steward Partners Investment Advisory, LLC Sells in Q1 2025

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-392
- 2.01%
$34.28 - $36.43 $13.4K - $14.3K
19.1K $661K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-1.4K
- 32.96%
$22.61 - $23.14 $31.7K - $32.5K
2.86K $66K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-27
- 0.07%
$55.41 - $60.74 $1.5K - $1.64K
37.6K $2.12M
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
-3.52K
- 14.9%
$8.34 - $8.69 $29.3K - $30.5K
20.1K $167K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-268
- 1.6%
$41.06 - $44.04 $11K - $11.8K
16.5K $685K
MUR
Murphy Oil Corp

Energy
-178
- 1.33%
$24.02 - $33.9 $4.28K - $6.03K
13.2K $374K
PPT
Putnam Premier Income Trust

Financial Services
-8.52K
- 56.72%
$3.54 - $3.65 $30.2K - $31.1K
6.5K $23K
TAXF
American Centy ETF Tr Diversif

ETFs
-578
- 91.89%
$49.19 - $50.86 $28.4K - $29.4K
51 $2K
ELAN
Elanco Animal Health Inc

Healthcare
-1.12K
- 10.95%
$10.04 - $12.47 $11.3K - $14K
9.14K $95K
KJUL
Innovator U.S. Small Cap Power

Technology
-843
- 26.64%
$27.83 - $30.18 $23.5K - $25.4K
2.32K $64K
MINO
Pimco ETF Tr Municipal Income

ETFs
-639
- 91.68%
$44.44 - $45.83 $28.4K - $29.3K
58 $2K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-837
- 8.29%
$44.68 - $46.49 $37.4K - $38.9K
9.26K $428K
RNA
Avidity Biosciences, Inc.

Healthcare
-1.7K
- 3.51%
$27.05 - $35.11 $46K - $59.7K
46.8K $1.38M
ACLS
Axcelis Technologies Inc

Technology
-182
- 20.18%
$49.67 - $74.45 $9.04K - $13.5K
720 $35K
COLB
Columbia Banking System, Inc.

Financial Services
-275
- 2.61%
$23.89 - $28.84 $6.57K - $7.93K
10.3K $256K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-216
- 0.89%
$90.0 - $96.32 $19.4K - $20.8K
24K $2.22M
DNL
Wiswisdomtree Tr

ETFs
-750
- 12.0%
$35.56 - $38.21 $26.7K - $28.7K
5.5K $196K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-292
- 27.94%
$77.0 - $93.47 $22.5K - $27.3K
753 $62K
NFRA
Flexshares Stoxx Global Broad

ETFs
-525
- 59.32%
$53.37 - $57.8 $28K - $30.3K
360 $20K
HOG
Harley Davidson, Inc.

Consumer Cyclical
-751
- 45.16%
$24.13 - $30.02 $18.1K - $22.5K
912 $23K
JD
Jd.Com, Inc.

Consumer Cyclical
-1K
- 46.38%
$33.1 - $45.21 $33.1K - $45.2K
1.16K $47K
K
Kellogg CO

Consumer Defensive
-440
- 6.5%
$81.06 - $82.9 $35.7K - $36.5K
6.33K $521K
SBR
Sabine Royalty Trust

Energy
-430
- 68.25%
$64.04 - $69.75 $27.5K - $30K
200 $13K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-310
- 3.89%
$23.16 - $27.04 $7.18K - $8.38K
7.66K $179K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
-545
- 11.55%
$54.94 - $69.15 $29.9K - $37.7K
4.17K $240K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
-893
- 1.19%
$10.66 - $11.28 $9.52K - $10.1K
73.8K $799K
CHDN
Churchill Downs Inc

Consumer Cyclical
-11
- 1.0%
$106.5 - $132.91 $1.17K - $1.46K
1.09K $120K
FNB
Fnb Corp

Financial Services
-744
- 6.05%
$13.08 - $15.95 $9.73K - $11.9K
11.5K $155K
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
-2.25K
- 7.17%
$16.12 - $16.78 $36.3K - $37.8K
29.1K $480K
PENN
Penn National Gaming Inc

Consumer Cyclical
-550
- 11.55%
$16.23 - $22.73 $8.93K - $12.5K
4.21K $68K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-13
- 0.47%
$154.39 - $176.55 $2.01K - $2.3K
2.74K $431K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-80
- 14.06%
$246.3 - $299.62 $19.7K - $24K
489 $128K
AMKR
Amkor Technology, Inc.

Technology
-318
- 13.23%
$18.06 - $26.73 $5.74K - $8.5K
2.09K $37K
AVPT
Ave Point, Inc.

Technology
-768
- 12.49%
$13.5 - $19.8 $10.4K - $15.2K
5.38K $77K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-442
- 2.59%
$25.9 - $31.26 $11.4K - $13.8K
16.6K $444K
IYR
Ishares Tr

ETFs
-426
- 6.74%
$89.49 - $98.98 $38.1K - $42.2K
5.9K $564K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-878
- 1.11%
$50.44 - $50.7 $44.3K - $44.5K
78.1K $3.96M
RY
Royal Bank Of Canada

Financial Services
-78
- 4.09%
$108.81 - $123.4 $8.49K - $9.63K
1.83K $206K
SCI
Service Corp International

Consumer Cyclical
-315
- 7.1%
$75.99 - $84.16 $23.9K - $26.5K
4.12K $330K
TLRY
Tilray Brands, Inc.

Healthcare
-125
- 0.36%
$0.59 - $1.46 $73.8 - $183
34.8K $22K
ZM
Zoom Video Communications, Inc.

Technology
-199
- 16.85%
$72.23 - $88.64 $14.4K - $17.6K
982 $72K
BNTX
Bio N Tech Se

Healthcare
-150
- 35.29%
$91.06 - $126.88 $13.7K - $19K
275 $25K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
-1.13K
- 15.89%
$27.77 - $31.75 $31.4K - $35.9K
5.99K $181K
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
-750
- 26.79%
$41.32 - $53.16 $31K - $39.9K
2.05K $92K
DGX
Quest Diagnostics Inc

Healthcare
-163
- 4.63%
N/A
3.36K $459K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-156
- 5.39%
$18.53 - $29.07 $2.89K - $4.53K
2.74K $51K
BCAT
Black Rock Capital Allocation Trust

ETFs
-971
- 9.0%
$14.35 - $15.88 $13.9K - $15.4K
9.82K $141K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-350
- 2.98%
$29.41 - $31.79 $10.3K - $11.1K
11.4K $339K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-30
- 1.34%
$43.49 - $58.8 $1.3K - $1.76K
2.21K $96K
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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