Steward Partners Investment Advisory’s ASYMmetric Smart S&P 500 ETF ASPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,140	Closed	-$54.5K	–	3625
2023 Q3	$54.5K	Hold	2,140	–	–	﹤0.01%	1871
2023 Q2	$56K	Hold	2,140	–	–	﹤0.01%	1830
2023 Q1	$56K	Hold	2,140	–	–	﹤0.01%	1820
2022 Q4	$56.4K	Buy	+2,140	New	+$57.5K	﹤0.01%	1787

Other funds holding ASPY

EWP

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Steward Partners Investment Advisory's ASPY Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of ASYMmetric Smart S&P 500 ETF (ASPY) in Q4 2023, closing a stake of 2,140 shares — an estimated $54.5K sold.

Steward Partners Investment Advisory first reported a position in ASPY in Q4 2022 and held it in 4 quarters. The position peaked at $56.4K in Q4 2022. 1 fund tracked by Wall St. Rank holds ASPY as of Q4 2023.

Steward Partners Investment Advisory reported no remaining ASYMmetric Smart S&P 500 ETF position as of Q4 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 2,140 ASYMmetric Smart S&P 500 ETF shares in Q4 2023, an estimated $54.5K.
Steward Partners Investment Advisory first reported a position in ASYMmetric Smart S&P 500 ETF in Q4 2022 and held it in 4 quarters.
Steward Partners Investment Advisory's ASYMmetric Smart S&P 500 ETF position peaked at $56.4K in Q4 2022.
1 fund tracked by Wall St. Rank held ASYMmetric Smart S&P 500 ETF as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.