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Steward Partners Investment Advisory’s Harbor Long-Short Equity ETF LSEQ Stock Holding History

Steward Partners Investment Advisory’s Portfolio LSEQ Stock Details LSEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-47
Closed -$1.36K – 4204
2025
Q1 		$1.36K Sell
47
-630
-93% -$17.9K ﹤0.01% 3719
2024
Q4 		$18.3K Buy
+677
New +$19.1K ﹤0.01% 2842

Other funds holding LSEQ

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Steward Partners Investment Advisory sold out of Harbor Long-Short Equity ETF (LSEQ) in Q2 2025, closing a stake of 47 shares — an estimated $1.36K sold.

Steward Partners Investment Advisory first reported a position in LSEQ in Q4 2024 and held it in 2 quarters. The position peaked at $18.3K in Q4 2024. 4 funds tracked by Wall St. Rank hold LSEQ as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining Harbor Long-Short Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 47 Harbor Long-Short Equity ETF shares in Q2 2025, an estimated $1.36K.
  • Steward Partners Investment Advisory first reported a position in Harbor Long-Short Equity ETF in Q4 2024 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Harbor Long-Short Equity ETF position peaked at $18.3K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Harbor Long-Short Equity ETF as of Q2 2025.

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