Steward Partners Investment Advisory’s AIOS Tech AIOS Stock Holding History

Steward Partners Investment Advisory’s Portfolio AIOS Stock Details AIOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-13	Closed	-$923	–	4345
2025 Q2	$923	Hold	13	–	–	﹤0.01%	3880
2025 Q1	$1.71K	Sell	13 -647	-98%	-$89K	﹤0.01%	3677
2024 Q4	$88.6K	Buy	+660	New	+$127K	﹤0.01%	2043

Other funds holding AIOS

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Swan Capital Pensacola, Florida $292M AUM 15.76% 1-Year Est. Return

Steward Partners Investment Advisory's AIOS Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of AIOS Tech (AIOS) in Q3 2025, closing a stake of 13 shares — an estimated $923 sold.

Steward Partners Investment Advisory first reported a position in AIOS in Q4 2024 and held it in 3 quarters. The position peaked at $88.6K in Q4 2024. 6 funds tracked by Wall St. Rank hold AIOS as of Q3 2025.

Steward Partners Investment Advisory reported no remaining AIOS Tech position as of Q3 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 13 AIOS Tech shares in Q3 2025, an estimated $923.
Steward Partners Investment Advisory first reported a position in AIOS Tech in Q4 2024 and held it in 3 quarters.
Steward Partners Investment Advisory's AIOS Tech position peaked at $88.6K in Q4 2024.
6 funds tracked by Wall St. Rank held AIOS Tech as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.