Steward Financial Group’s 2ndVote Life Neutral Plus ETF LYFE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,626	Closed	-$54K	–	1626
2023 Q2	$54K	Hold	1,626	–	–	0.02%	136
2023 Q1	$51K	Hold	1,626	–	–	0.02%	89
2022 Q4	$47K	Buy	+1,626	New	+$48.5K	0.02%	79
2022 Q3	–	Sell	-1,626	Closed	-$45K	–	1452
2022 Q2	$45K	Buy	+1,626	New	+$48.9K	0.04%	102

Other funds holding LYFE

BTI

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

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

Steward Financial Group sold out of 2ndVote Life Neutral Plus ETF (LYFE) in Q3 2023, closing a stake of 1,626 shares — an estimated $54K sold.

Steward Financial Group first reported a position in LYFE in Q2 2022 and held it in 4 quarters. The position peaked at $54K in Q2 2023. 1 fund tracked by Wall St. Rank holds LYFE as of Q3 2023.

Steward Financial Group reported no remaining 2ndVote Life Neutral Plus ETF position as of Q3 2023 after selling out during the quarter.
Steward Financial Group sold 1,626 2ndVote Life Neutral Plus ETF shares in Q3 2023, an estimated $54K.
Steward Financial Group first reported a position in 2ndVote Life Neutral Plus ETF in Q2 2022 and held it in 4 quarters.
Steward Financial Group's 2ndVote Life Neutral Plus ETF position peaked at $54K in Q2 2023.
1 fund tracked by Wall St. Rank held 2ndVote Life Neutral Plus ETF as of Q3 2023.

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