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Steward Partners Investment Advisory’s Horizon Kinetics Medical ETF MEDX Stock Holding History

Steward Partners Investment Advisory’s Portfolio MEDX Stock Details MEDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20
Closed -$523 – 4100
2024
Q4 		$523 Hold
20
– – ﹤0.01% 3845
2024
Q3 		$611 Hold
20
– – ﹤0.01% 3575
2024
Q2 		$596 Sell
20
-179
-90% -$5.14K ﹤0.01% 3454
2024
Q1 		$5.92K Sell
199
-31
-13% -$905 ﹤0.01% 2991
2023
Q4 		$6.42K Sell
230
-27
-11% -$773 ﹤0.01% 2872
2023
Q3 		$7.52K Sell
257
-3
-1% -$91 ﹤0.01% 2686
2023
Q2 		$7.94K Sell
260
-89
-26% -$2.75K ﹤0.01% 2645
2023
Q1 		$10.4K Buy
+349
New +$10.4K ﹤0.01% 2520

Other funds holding MEDX

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HighMark Wealth Management St. Paul, Minnesota $246M AUM 35.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Steward Partners Investment Advisory's MEDX Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Horizon Kinetics Medical ETF (MEDX) in Q1 2025, closing a stake of 20 shares — an estimated $523 sold.

Steward Partners Investment Advisory first reported a position in MEDX in Q1 2023 and held it in 8 quarters. The position peaked at $10.4K in Q1 2023. 4 funds tracked by Wall St. Rank hold MEDX as of Q1 2025.

  • Steward Partners Investment Advisory reported no remaining Horizon Kinetics Medical ETF position as of Q1 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 20 Horizon Kinetics Medical ETF shares in Q1 2025, an estimated $523.
  • Steward Partners Investment Advisory first reported a position in Horizon Kinetics Medical ETF in Q1 2023 and held it in 8 quarters.
  • Steward Partners Investment Advisory's Horizon Kinetics Medical ETF position peaked at $10.4K in Q1 2023.
  • 4 funds tracked by Wall St. Rank held Horizon Kinetics Medical ETF as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.