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Steward Partners Investment Advisory’s Gotham 1000 Value ETF GVLU Stock Holding History

Steward Partners Investment Advisory’s Portfolio GVLU Stock Details GVLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-100
Closed -$2.38K – 3652
2024
Q1 		$2.38K Sell
100
-100
-50% -$2.22K ﹤0.01% 3261
2023
Q4 		$4.37K Buy
+200
New +$4.08K ﹤0.01% 3012

Other funds holding GVLU

GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
CWC
Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return

Steward Partners Investment Advisory's GVLU Position: Q2 2024 in Review

Steward Partners Investment Advisory sold out of Gotham 1000 Value ETF (GVLU) in Q2 2024, closing a stake of 100 shares — an estimated $2.38K sold.

Steward Partners Investment Advisory first reported a position in GVLU in Q4 2023 and held it in 2 quarters. The position peaked at $4.37K in Q4 2023. 12 funds tracked by Wall St. Rank hold GVLU as of Q2 2024.

  • Steward Partners Investment Advisory reported no remaining Gotham 1000 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 100 Gotham 1000 Value ETF shares in Q2 2024, an estimated $2.38K.
  • Steward Partners Investment Advisory first reported a position in Gotham 1000 Value ETF in Q4 2023 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Gotham 1000 Value ETF position peaked at $4.37K in Q4 2023.
  • 12 funds tracked by Wall St. Rank held Gotham 1000 Value ETF as of Q2 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.