SPIA
FIXT

Steward Partners Investment Advisory’s TCW Core Plus Bond ETF FIXT Stock Holding History

Steward Partners Investment Advisory’s Portfolio FIXT Stock Details FIXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-153
Closed -$5.92K – 4503
2025
Q3 		$5.92K Hold
153
– – ﹤0.01% 3607
2025
Q2 		$5.84K Buy
+153
New +$5.81K ﹤0.01% 3421

Other funds holding FIXT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Steward Partners Investment Advisory's FIXT Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of TCW Core Plus Bond ETF (FIXT) in Q4 2025, closing a stake of 153 shares — an estimated $5.92K sold.

Steward Partners Investment Advisory first reported a position in FIXT in Q2 2025 and held it in 2 quarters. The position peaked at $5.92K in Q3 2025. 27 funds tracked by Wall St. Rank hold FIXT as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining TCW Core Plus Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 153 TCW Core Plus Bond ETF shares in Q4 2025, an estimated $5.92K.
  • Steward Partners Investment Advisory first reported a position in TCW Core Plus Bond ETF in Q2 2025 and held it in 2 quarters.
  • Steward Partners Investment Advisory's TCW Core Plus Bond ETF position peaked at $5.92K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held TCW Core Plus Bond ETF as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.