Steward Partners Investment Advisory’s Defiance Next Gen H2 ETF HDRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-37
Closed -$1.01K 4271
2025
Q1
$1.01K Hold
37
﹤0.01% 3771
2024
Q4
$1.28K Sell
37
-1
-3% -$35 ﹤0.01% 3720
2024
Q3
$1.45K Sell
38
-37
-49% -$1.43K ﹤0.01% 3491
2024
Q2
$3.01K Hold
75
﹤0.01% 3187
2024
Q1
$3.16K Hold
75
﹤0.01% 3176
2023
Q4
$3.87K Sell
75
-63
-46% -$3.1K ﹤0.01% 3057
2023
Q3
$7.28K Hold
138
﹤0.01% 2693
2023
Q2
$9.14K Buy
+138
New +$9.64K ﹤0.01% 2599

Steward Partners Investment Advisory's HDRO Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Defiance Next Gen H2 ETF (HDRO) in Q2 2025, closing a stake of 37 shares — an estimated $1.01K sold.

Steward Partners Investment Advisory first reported a position in HDRO in Q2 2023 and held it in 8 quarters. The position peaked at $9.14K in Q2 2023. 0 funds tracked by Wall St. Rank hold HDRO as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining Defiance Next Gen H2 ETF position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 37 Defiance Next Gen H2 ETF shares in Q2 2025, an estimated $1.01K.
  • Steward Partners Investment Advisory first reported a position in Defiance Next Gen H2 ETF in Q2 2023 and held it in 8 quarters.
  • Steward Partners Investment Advisory's Defiance Next Gen H2 ETF position peaked at $9.14K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Defiance Next Gen H2 ETF as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.