SPIA
OAKM

Steward Partners Investment Advisory’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Steward Partners Investment Advisory’s Portfolio OAKM Stock Details OAKM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.3M Buy
284,154
+186,214
+190% +$4.78M 0.06% 328
2025
Q1 		$2.39M Buy
+97,940
New +$2.39M 0.02% 611