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Steward Partners Investment Advisory’s Global X Guru Index ETF GURU Stock Holding History

Steward Partners Investment Advisory’s Portfolio GURU Stock Details GURU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$140 Buy
+2
New +$131 ﹤0.01% 4544
2018
Q4 		– Sell
-861
Closed -$28K – 1329
2018
Q3 		$28K Hold
861
– – ﹤0.01% 1404
2018
Q2 		$27K Buy
+861
New +$26.6K ﹤0.01% 1344

Other funds holding GURU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Steward Partners Investment Advisory opened a new position in Global X Guru Index ETF (GURU) in Q2 2026: 2 shares worth $140. The stake represents ﹤0.01% of the portfolio and ranks #4544 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in GURU as recently as Q3 2018.

Steward Partners Investment Advisory first reported a position in GURU in Q2 2018 and has held it in 3 quarters since. The position peaked at $28K in Q3 2018. 20 funds tracked by Wall St. Rank hold GURU as of Q2 2026.

  • Steward Partners Investment Advisory held 2 shares of Global X Guru Index ETF worth $140 as of Q2 2026.
  • Global X Guru Index ETF was a new Steward Partners Investment Advisory position in Q2 2026.
  • Global X Guru Index ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4544 holding.
  • Steward Partners Investment Advisory first reported a position in Global X Guru Index ETF in Q2 2018 and has held it in 3 quarters since.
  • Steward Partners Investment Advisory's Global X Guru Index ETF position peaked at $28K in Q3 2018.
  • 20 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q2 2026.

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