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
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-4.89K
- 4.22%
$8.58 - $8.9 $42K - $43.5K
111K $973K
OSCR
Oscar Health, Inc.

Healthcare
-1.64K
- 89.1%
$12.83 - $17.3 $21K - $28.3K
200 $2K
VAW
Vanguard Materials ETF

ETFs
-155
- 2.31%
$185.71 - $202.46 $28.8K - $31.4K
6.56K $1.24M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
-1K
- 22.95%
$23.61 - $24.38 $23.6K - $24.4K
3.36K $81K
PIE
Invesco Exchange Traded Fd Tr

ETFs
-698
- 9.71%
$18.18 - $19.42 $12.7K - $13.6K
6.49K $117K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-1.09K
- 13.59%
$20.05 - $20.4 $21.8K - $22.2K
6.92K $140K
HYG
Ishares Tr

ETFs
-363
- 1.19%
$78.51 - $80.11 $28.5K - $29.1K
30.1K $2.37M
OSPN
One Span Inc.

Technology
-75
- 1.27%
$15.25 - $20.23 $1.14K - $1.52K
5.83K $88K
RCAT
Red Cat Holdings, Inc.

Technology
-772
- 33.96%
$4.82 - $14.19 $3.72K - $11K
1.5K $8K
WBS
Webster Financial Corp

Financial Services
-185
- 5.75%
$47.55 - $61.41 $8.8K - $11.4K
3.04K $156K
CVNA
Carvana Co.

Consumer Cyclical
-126
- 13.02%
$166.52 - $285.33 $21K - $36K
842 $176K
CC
Chemours CO

Basic Materials
-1.11K
- 67.17%
$13.41 - $19.99 $14.8K - $22.1K
541 $7K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-100
- 0.62%
$39.81 - $42.17 $3.98K - $4.22K
15.9K $640K
EEMA
Ishares Msci Emerging Markets

ETFs
-333
- 17.69%
$69.51 - $77.24 $23.1K - $25.7K
1.55K $114K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-360
- 15.87%
$60.44 - $69.57 $21.8K - $25K
1.91K $127K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
-40
- 12.82%
$63.82 - $127.89 $2.55K - $5.12K
272 $17K
VSAT
Viasat Inc

Technology
-2.45K
- 83.05%
$7.51 - $11.81 $18.4K - $28.9K
500 $5K
AAP
Advance Auto Parts Inc

Consumer Cyclical
-197
- 13.91%
$33.63 - $49.79 $6.63K - $9.81K
1.22K $47K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
-245
- 6.15%
$54.79 - $60.63 $13.4K - $14.9K
3.74K $207K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-450
- 48.65%
$39.33 - $41.52 $17.7K - $18.7K
475 $18K
LVHD
Franklin U.S. Low Volatility H

ETFs
-600
- 32.43%
$37.44 - $41.02 $22.5K - $24.6K
1.25K $51K
STEP
Step Stone Group Inc.

Financial Services
-311
- 67.46%
$47.81 - $64.82 $14.9K - $20.2K
150 $7K
TDC
Teradata Corp

Technology
-358
- 30.11%
$21.95 - $32.78 $7.86K - $11.7K
831 $18K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-2
- 0.04%
$32.96 - $44.43 $65.9 - $88.9
4.86K $161K
BALL
Ball Corp

Consumer Cyclical
-240
- 12.51%
$49.04 - $56.53 $11.8K - $13.6K
1.68K $87K
CNXC
Concentrix Corp

Technology
-459
- 71.94%
$42.45 - $65.04 $19.5K - $29.9K
179 $9K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-290
- 2.32%
$32.69 - $34.66 $9.48K - $10.1K
12.2K $403K
PMM
Putnam Managed Municipal Income Trust

Financial Services
-3.6K
- 15.93%
$5.99 - $6.38 $21.6K - $23K
19K $116K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
-500
- 28.41%
$31.75 - $36.0 $15.9K - $18K
1.26K $42K
VOYA
Voya Financial, Inc.

Financial Services
-232
- 15.02%
$65.1 - $75.67 $15.1K - $17.6K
1.31K $88K
BYD
Boyd Gaming Corp

Consumer Cyclical
-149
- 14.22%
$65.83 - $79.52 $9.81K - $11.8K
899 $59K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-282
- 5.73%
$41.35 - $44.46 $11.7K - $12.5K
4.64K $195K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
-200
- 10.1%
$46.78 - $57.72 $9.36K - $11.5K
1.78K $86K
IGF
Ishares Global Infrastructure

ETFs
-764
- 7.42%
$51.96 - $54.84 $39.7K - $41.9K
9.53K $520K
LITE
Lumentum Holdings Inc.

Technology
-100
- 20.66%
$57.41 - $100.38 $5.74K - $10K
384 $23K
RHI
Robert Half International Inc.

Industrials
-43
- 4.7%
$51.96 - $71.3 $2.23K - $3.07K
872 $47K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
-133
- 22.32%
$69.67 - $86.15 $9.27K - $11.5K
463 $33K
TY
Tri Continental Corp

Financial Services
-397
- 8.4%
$30.4 - $32.91 $12.1K - $13.1K
4.33K $132K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-700
- 6.27%
$29.72 - $31.94 $20.8K - $22.4K
10.5K $323K
CVLT
Commvault Systems Inc

Technology
-132
- 18.46%
$146.82 - $187.9 $19.4K - $24.8K
583 $91K
EPAM
Epam Systems, Inc.

Technology
-84
- 8.7%
N/A
881 $163K
IFV
First Trust Dorsey Wright Inte

ETFs
-1.41K
- 9.56%
$18.61 - $20.59 $26.2K - $29K
13.3K $266K
IAC
Iac/Inter Active Corp

Communication Services
-409
- 45.75%
$41.0 - $50.0 $16.8K - $20.5K
485 $22K
KBR
Kbr, Inc.

Industrials
-229
- 37.0%
$47.88 - $60.47 $11K - $13.8K
390 $19K
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
-1.4K
- 4.17%
$14.61 - $15.83 $20.5K - $22.2K
32.2K $485K
NEU
Newmarket Corp

Basic Materials
-40
- 25.48%
$482.93 - $570.11 $19.3K - $22.8K
117 $66K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-57
- 1.18%
$72.31 - $80.69 $4.12K - $4.6K
4.77K $347K
TGNA
Tegna Inc

Communication Services
-870
- 68.4%
$16.63 - $18.95 $14.5K - $16.5K
402 $7K
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
-1.16K
- 29.11%
$17.67 - $20.85 $20.5K - $24.2K
2.83K $58K
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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