Steward Partners Investment Advisory’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.69M	Buy	114,645 +21,266	+23%	+$310K	0.01%	1003
2026 Q1	$1.28M	Buy	93,379 +11,422	+14%	+$157K	0.01%	1033
2025 Q4	$1.06M	Buy	81,957 +32,322	+65%	+$403K	0.01%	1044
2025 Q3	$611K	Buy	49,635 +37,960	+325%	+$458K	﹤0.01%	1276
2025 Q2	$137K	Buy	+11,675	New	+$126K	﹤0.01%	1938

Other funds holding COPY

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.68B AUM 31.18% 1-Year Est. Return

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

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

NKCFO LLC Geneva, Illinois $330M AUM 51.3% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Steward Partners Investment Advisory's COPY Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Tweedy Browne Insider + Value ETF (COPY) stake by 23% in Q2 2026, buying an estimated $310K and bringing the position to 114,645 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #1003.

Steward Partners Investment Advisory first reported a position in COPY in Q2 2025 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold COPY as of Q2 2026.

Steward Partners Investment Advisory held 114,645 shares of Tweedy Browne Insider + Value ETF worth $1.69M as of Q2 2026.
Steward Partners Investment Advisory bought 21,266 Tweedy Browne Insider + Value ETF shares in Q2 2026, an estimated $310K.
Tweedy Browne Insider + Value ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1003 holding.
Steward Partners Investment Advisory first reported a position in Tweedy Browne Insider + Value ETF in Q2 2025 and has held it in 5 quarters since.
43 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.