SPIA
AGEM

Steward Partners Investment Advisory’s abrdn Emerging Markets Dividend Active ETF AGEM Stock Holding History

Steward Partners Investment Advisory’s Portfolio AGEM Stock Details AGEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.9K Hold
516
– – ﹤0.01% 3207
2025
Q4 		$19.8K Hold
516
– – ﹤0.01% 3147
2025
Q3 		$19.2K Hold
516
– – ﹤0.01% 3109
2025
Q2 		$17.1K Hold
516
– – ﹤0.01% 2983
2025
Q1 		$15K Buy
+516
New +$15.3K ﹤0.01% 2929

Other funds holding AGEM

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Steward Partners Investment Advisory's AGEM Position: Q1 2026 in Review

Steward Partners Investment Advisory held its abrdn Emerging Markets Dividend Active ETF (AGEM) position steady in Q1 2026 at 516 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3207.

Steward Partners Investment Advisory first reported a position in AGEM in Q1 2025 and has held it in 5 quarters since. 44 funds tracked by Wall St. Rank hold AGEM as of Q1 2026.

  • Steward Partners Investment Advisory held 516 shares of abrdn Emerging Markets Dividend Active ETF worth $20.9K as of Q1 2026.
  • Steward Partners Investment Advisory left its abrdn Emerging Markets Dividend Active ETF share count unchanged in Q1 2026.
  • abrdn Emerging Markets Dividend Active ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3207 holding.
  • Steward Partners Investment Advisory first reported a position in abrdn Emerging Markets Dividend Active ETF in Q1 2025 and has held it in 5 quarters since.
  • 44 funds tracked by Wall St. Rank held abrdn Emerging Markets Dividend Active ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.