Steward Financial Group’s 2ndVote Society Defended ETF EGIS Stock Holding History

Steward Financial Group’s Portfolio EGIS Stock Details EGIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-906	Closed	-$32K	–	1625
2023 Q2	$32K	Hold	906	–	–	0.01%	189
2023 Q1	$30K	Hold	906	–	–	0.01%	117
2022 Q4	$29K	Buy	+906	New	+$29.3K	0.01%	97
2022 Q3	–	Sell	-906	Closed	-$27K	–	1451
2022 Q2	$27K	Buy	+906	New	+$29.1K	0.02%	144

Other funds holding EGIS

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Steward Financial Group's EGIS Position: Q3 2023 in Review

Steward Financial Group sold out of 2ndVote Society Defended ETF (EGIS) in Q3 2023, closing a stake of 906 shares — an estimated $32K sold.

Steward Financial Group first reported a position in EGIS in Q2 2022 and held it in 4 quarters. The position peaked at $32K in Q2 2023. 1 fund tracked by Wall St. Rank holds EGIS as of Q3 2023.

Steward Financial Group reported no remaining 2ndVote Society Defended ETF position as of Q3 2023 after selling out during the quarter.
Steward Financial Group sold 906 2ndVote Society Defended ETF shares in Q3 2023, an estimated $32K.
Steward Financial Group first reported a position in 2ndVote Society Defended ETF in Q2 2022 and held it in 4 quarters.
Steward Financial Group's 2ndVote Society Defended ETF position peaked at $32K in Q2 2023.
1 fund tracked by Wall St. Rank held 2ndVote Society Defended ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.