Steward Partners Investment Advisory’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-500	Closed	-$10.4K	–	4048
2024 Q4	$10.4K	Hold	500	–	–	﹤0.01%	3080
2024 Q3	$11.3K	Hold	500	–	–	﹤0.01%	2909
2024 Q2	$10.4K	Hold	500	–	–	﹤0.01%	2805
2024 Q1	$10.3K	Hold	500	–	–	﹤0.01%	2801
2023 Q4	$10.4K	Hold	500	–	–	﹤0.01%	2693
2023 Q3	$10K	Hold	500	–	–	﹤0.01%	2599
2023 Q2	$10.3K	Hold	500	–	–	﹤0.01%	2560
2023 Q1	$10.2K	Hold	500	–	–	﹤0.01%	2531
2022 Q4	$9.86K	Hold	500	–	–	﹤0.01%	2543
2022 Q3	$10K	Hold	500	–	–	﹤0.01%	2529
2022 Q2	$11K	Hold	500	–	–	﹤0.01%	2480
2022 Q1	$11K	Buy	+500	New	+$11.4K	﹤0.01%	2609
2021 Q2	–	Sell	-1,894	Closed	-$52.8K	–	7169
2021 Q1	$52.8K	Buy	1,894 +1,794	+1,794%	+$53.3K	﹤0.01%	1954
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	2617
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	2482
2020 Q2	$2K	Sell	100 -74	-43%	-$1.57K	﹤0.01%	2463
2020 Q1	$3K	Sell	174 -900	-84%	-$20.1K	﹤0.01%	2201
2019 Q4	$25K	Sell	1,074 -4,632	-81%	-$106K	﹤0.01%	1699
2019 Q3	$125K	Sell	5,706 -4	-0.1%	-$88	﹤0.01%	1001
2019 Q2	$130K	Buy	+5,710	New	+$129K	﹤0.01%	949
2018 Q4	–	Sell	-43,078	Closed	-$959K	–	1119
2018 Q3	$959K	Sell	43,078 -9,603	-18%	-$227K	0.05%	352
2018 Q2	$1.28M	Sell	52,681 -1,761	-3%	-$45.2K	0.08%	256
2018 Q1	$1.44M	Buy	54,442 +11,229	+26%	+$314K	0.1%	215
2017 Q4	$1.22M	Buy	43,213 +40,252	+1,359%	+$1.12M	0.09%	208
2017 Q3	$81K	Buy	2,961 +122	+4%	+$3.33K	0.01%	584
2017 Q2	$74K	Buy	2,839 +280	+11%	+$7.31K	0.01%	544
2017 Q1	$63K	Buy	+2,559	New	+$61.2K	0.01%	504

Other funds holding ECON

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Steward Partners Investment Advisory sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q1 2025, closing a stake of 500 shares — an estimated $10.4K sold.

Steward Partners Investment Advisory first reported a position in ECON in Q1 2017 and held it in 27 quarters. The position peaked at $1.44M in Q1 2018. 33 funds tracked by Wall St. Rank hold ECON as of Q1 2025.

Steward Partners Investment Advisory reported no remaining Columbia Emerging Markets Consumer ETF position as of Q1 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 500 Columbia Emerging Markets Consumer ETF shares in Q1 2025, an estimated $10.4K.
Steward Partners Investment Advisory first reported a position in Columbia Emerging Markets Consumer ETF in Q1 2017 and held it in 27 quarters.
Steward Partners Investment Advisory's Columbia Emerging Markets Consumer ETF position peaked at $1.44M in Q1 2018.
33 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q1 2025.

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