SBIA
STK

Sheaff Brock Investment Advisors’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio STK Stock Details STK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$226K Buy
8,078
+2
+0% +$63 0.02% 376
2024
Q4 		$258K Buy
8,076
+3
+0% +$100 0.02% 362
2024
Q3 		$270K Buy
8,073
+3
+0% +$98 0.02% 346
2024
Q2 		$269K Hold
8,070
– – 0.02% 340
2024
Q1 		$257K Hold
8,070
– – 0.02% 385
2023
Q4 		$255K Hold
8,070
– – 0.02% 372
2023
Q3 		$220K Hold
8,070
– – 0.02% 384
2023
Q2 		$247K Hold
8,070
– – 0.02% 386
2023
Q1 		$225K Buy
+8,070
New +$212K 0.02% 408
2022
Q3 		– Sell
-8,052
Closed -$202K – 517
2022
Q2 		$202K Buy
8,052
+5
+0.1% +$141 0.02% 423
2022
Q1 		$258K Buy
8,047
+25
+0.3% +$815 0.02% 410
2021
Q4 		$297K Buy
8,022
+10
+0.1% +$361 0.02% 386
2021
Q3 		$264K Buy
8,012
+950
+13% +$32.1K 0.02% 412
2021
Q2 		$251K Hold
7,062
– – 0.02% 411
2021
Q1 		$221K Buy
+7,062
New +$209K 0.02% 419
2018
Q2 		– Sell
-12,721
Closed -$279K – 569
2018
Q1 		$279K Sell
12,721
-3,550
-22% -$80.1K 0.03% 374
2017
Q4 		$362K Buy
16,271
+4,000
+33% +$91.9K 0.05% 313
2017
Q3 		$274K Hold
12,271
– – 0.04% 386
2017
Q2 		$264K Hold
12,271
– – 0.03% 422
2017
Q1 		$253K Hold
12,271
– – 0.03% 441
2016
Q4 		$230K Hold
12,271
– – 0.03% 475
2016
Q3 		$228K Hold
12,271
– – 0.03% 433
2016
Q2 		$203K Buy
12,271
+75
+0.6% +$1.26K 0.03% 480
2016
Q1 		$220K Hold
12,196
– – 0.03% 465
2015
Q4 		$219K Buy
+12,196
New +$221K 0.02% 484

Other funds holding STK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sheaff Brock Investment Advisors's STK Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Columbia Seligman Premium Technology Growth Fund (STK) stake by 0.02% in Q1 2025, buying an estimated $63 and bringing the position to 8,078 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #376.

Sheaff Brock Investment Advisors first reported a position in STK in Q4 2015 and has held it in 25 quarters since. The position peaked at $362K in Q4 2017. 58 funds tracked by Wall St. Rank hold STK as of Q1 2025.

  • Sheaff Brock Investment Advisors held 8,078 shares of Columbia Seligman Premium Technology Growth Fund worth $226K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 2 Columbia Seligman Premium Technology Growth Fund shares in Q1 2025, an estimated $63.
  • Columbia Seligman Premium Technology Growth Fund made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #376 holding.
  • Sheaff Brock Investment Advisors first reported a position in Columbia Seligman Premium Technology Growth Fund in Q4 2015 and has held it in 25 quarters since.
  • Sheaff Brock Investment Advisors's Columbia Seligman Premium Technology Growth Fund position peaked at $362K in Q4 2017.
  • 58 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.