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Steward Partners Investment Advisory’s Brandes US Value ETF BUSA Stock Holding History

Steward Partners Investment Advisory’s Portfolio BUSA Stock Details BUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.5K Sell
445
-650
-59% -$24.7K ﹤0.01% 3320
2025
Q4 		$40K Buy
1,095
+150
+16% +$5.31K ﹤0.01% 2789
2025
Q3 		$33K Buy
+945
New +$32.2K ﹤0.01% 2825

Other funds holding BUSA

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $337M AUM 58.12% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

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

Steward Partners Investment Advisory reduced its Brandes US Value ETF (BUSA) stake by 59% in Q1 2026, selling an estimated $24.7K and leaving 445 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3320.

Steward Partners Investment Advisory first reported a position in BUSA in Q3 2025 and has held it in 3 quarters since. The position peaked at $40K in Q4 2025. 24 funds tracked by Wall St. Rank hold BUSA as of Q1 2026.

  • Steward Partners Investment Advisory held 445 shares of Brandes US Value ETF worth $16.5K as of Q1 2026.
  • Steward Partners Investment Advisory sold 650 Brandes US Value ETF shares in Q1 2026, an estimated $24.7K.
  • Brandes US Value ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3320 holding.
  • Steward Partners Investment Advisory first reported a position in Brandes US Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Steward Partners Investment Advisory's Brandes US Value ETF position peaked at $40K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Brandes US Value ETF as of Q1 2026.

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