Steward Partners Investment Advisory’s ProShares MSCI Transformational Changes ETF ANEW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.76K	Hold	149	–	–	﹤0.01%	3710
2025 Q4	$7.48K	Hold	149	–	–	﹤0.01%	3563
2025 Q3	$7.7K	Hold	149	–	–	﹤0.01%	3506
2025 Q2	$7.48K	Hold	149	–	–	﹤0.01%	3333
2025 Q1	$6.69K	Hold	149	–	–	﹤0.01%	3281
2024 Q4	$6.72K	Hold	149	–	–	﹤0.01%	3262
2024 Q3	$6.76K	Hold	149	–	–	﹤0.01%	3097
2024 Q2	$6.28K	Hold	149	–	–	﹤0.01%	2975
2024 Q1	$6.19K	Buy	+149	New	+$5.89K	﹤0.01%	2980
2022 Q3	–	Sell	-40	Closed	-$1K	–	3220
2022 Q2	$1K	Sell	40 -50	-56%	-$1.75K	﹤0.01%	3079
2022 Q1	$4K	Sell	90 -974	-92%	-$38.9K	﹤0.01%	2930
2021 Q4	$48K	Hold	1,064	–	–	﹤0.01%	1929
2021 Q3	$48K	Sell	1,064 -1,377	-56%	-$63.9K	﹤0.01%	1911
2021 Q2	$113K	Hold	2,441	–	–	﹤0.01%	2057
2021 Q1	$104K	Buy	2,441 +592	+32%	+$25.9K	﹤0.01%	1606
2020 Q4	$78K	Buy	+1,849	New	+$74K	﹤0.01%	1469

Other funds holding ANEW

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

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

Steward Partners Investment Advisory held its ProShares MSCI Transformational Changes ETF (ANEW) position steady in Q1 2026 at 149 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #3710.

Steward Partners Investment Advisory first reported a position in ANEW in Q4 2020 and has held it in 16 quarters since. The position peaked at $113K in Q2 2021. 12 funds tracked by Wall St. Rank hold ANEW as of Q1 2026.

Steward Partners Investment Advisory held 149 shares of ProShares MSCI Transformational Changes ETF worth $6.76K as of Q1 2026.
Steward Partners Investment Advisory left its ProShares MSCI Transformational Changes ETF share count unchanged in Q1 2026.
ProShares MSCI Transformational Changes ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3710 holding.
Steward Partners Investment Advisory first reported a position in ProShares MSCI Transformational Changes ETF in Q4 2020 and has held it in 16 quarters since.
Steward Partners Investment Advisory's ProShares MSCI Transformational Changes ETF position peaked at $113K in Q2 2021.
12 funds tracked by Wall St. Rank held ProShares MSCI Transformational Changes ETF as of Q1 2026.

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