Steward Partners Investment Advisory’s Franklin Disruptive Commerce ETF BUYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-73	Closed	-$2.69K	–	4034
2024 Q4	$2.69K	Hold	73	–	–	﹤0.01%	3564
2024 Q3	$2.5K	Hold	73	–	–	﹤0.01%	3398
2024 Q2	$2.29K	Hold	73	–	–	﹤0.01%	3255
2024 Q1	$2.36K	Buy	73 +45	+161%	+$1.38K	﹤0.01%	3265
2023 Q4	$806	Hold	28	–	–	﹤0.01%	3324
2023 Q3	$687	Hold	28	–	–	﹤0.01%	3227
2023 Q2	$733	Sell	28 -149	-84%	-$3.63K	﹤0.01%	3164
2023 Q1	$4.25K	Hold	177	–	–	﹤0.01%	2829
2022 Q4	$3.66K	Hold	177	–	–	﹤0.01%	2871
2022 Q3	$4K	Buy	+177	New	+$4.08K	﹤0.01%	2829

Other funds holding BUYZ

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Steward Partners Investment Advisory's BUYZ Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Franklin Disruptive Commerce ETF (BUYZ) in Q1 2025, closing a stake of 73 shares — an estimated $2.69K sold.

Steward Partners Investment Advisory first reported a position in BUYZ in Q3 2022 and held it in 10 quarters. The position peaked at $4.25K in Q1 2023. 12 funds tracked by Wall St. Rank hold BUYZ as of Q1 2025.

Steward Partners Investment Advisory reported no remaining Franklin Disruptive Commerce ETF position as of Q1 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 73 Franklin Disruptive Commerce ETF shares in Q1 2025, an estimated $2.69K.
Steward Partners Investment Advisory first reported a position in Franklin Disruptive Commerce ETF in Q3 2022 and held it in 10 quarters.
Steward Partners Investment Advisory's Franklin Disruptive Commerce ETF position peaked at $4.25K in Q1 2023.
12 funds tracked by Wall St. Rank held Franklin Disruptive Commerce ETF as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.