SPIA
FMKT

Steward Partners Investment Advisory’s The Free Markets ETF FMKT Stock Holding History

Steward Partners Investment Advisory’s Portfolio FMKT Stock Details FMKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$438 Hold
20
– – ﹤0.01% 4471
2026
Q1 		$412 Hold
20
– – ﹤0.01% 4276
2025
Q4 		$432 Hold
20
– – ﹤0.01% 4160
2025
Q3 		$468 Buy
+20
New +$439 ﹤0.01% 4125

Other funds holding FMKT

AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Steward Partners Investment Advisory held its The Free Markets ETF (FMKT) position steady in Q2 2026 at 20 shares worth $438. The position accounts for ﹤0.01% of the portfolio, ranked #4471.

Steward Partners Investment Advisory first reported a position in FMKT in Q3 2025 and has held it in 4 quarters since. The position peaked at $468 in Q3 2025. 11 funds tracked by Wall St. Rank hold FMKT as of Q2 2026.

  • Steward Partners Investment Advisory held 20 shares of The Free Markets ETF worth $438 as of Q2 2026.
  • Steward Partners Investment Advisory left its The Free Markets ETF share count unchanged in Q2 2026.
  • The Free Markets ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4471 holding.
  • Steward Partners Investment Advisory first reported a position in The Free Markets ETF in Q3 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's The Free Markets ETF position peaked at $468 in Q3 2025.
  • 11 funds tracked by Wall St. Rank held The Free Markets ETF as of Q2 2026.

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