Steward Partners Investment Advisory’s VanEck Alternative Asset Manager ETF GPZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$871K	Buy	40,568 +13,559	+50%	+$329K	﹤0.01%	1238
2025 Q4	$733K	Buy	27,009 +5,039	+23%	+$133K	﹤0.01%	1220
2025 Q3	$607K	Buy	+21,970	New	+$622K	﹤0.01%	1279

Other funds holding GPZ

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Steward Partners Investment Advisory's GPZ Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its VanEck Alternative Asset Manager ETF (GPZ) stake by 50% in Q1 2026, buying an estimated $329K and bringing the position to 40,568 shares worth $871K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Steward Partners Investment Advisory first reported a position in GPZ in Q3 2025 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold GPZ as of Q1 2026.

Steward Partners Investment Advisory held 40,568 shares of VanEck Alternative Asset Manager ETF worth $871K as of Q1 2026.
Steward Partners Investment Advisory bought 13,559 VanEck Alternative Asset Manager ETF shares in Q1 2026, an estimated $329K.
VanEck Alternative Asset Manager ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1238 holding.
Steward Partners Investment Advisory first reported a position in VanEck Alternative Asset Manager ETF in Q3 2025 and has held it in 3 quarters since.
46 funds tracked by Wall St. Rank held VanEck Alternative Asset Manager ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.