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Steward Partners Investment Advisory’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Steward Partners Investment Advisory’s Portfolio QLTA Stock Details QLTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$166K Buy
3,483
+2,251
+183% +$108K ﹤0.01% 2111
2025
Q4 		$59.2K Buy
1,232
+799
+185% +$38.7K ﹤0.01% 2578
2025
Q3 		$21K Buy
433
+6
+1% +$288 ﹤0.01% 3072
2025
Q2 		$20.4K Hold
427
– – ﹤0.01% 2916
2025
Q1 		$20.3K Buy
+427
New +$20.1K ﹤0.01% 2800
2021
Q2 		– Sell
-1,300
Closed -$72.1K – 7335
2021
Q1 		$72.1K Sell
1,300
-3,700
-74% -$210K ﹤0.01% 1796
2020
Q4 		$293K Sell
5,000
-200
-4% -$11.6K 0.01% 922
2020
Q3 		$301K Buy
5,200
+200
+4% +$11.7K 0.01% 816
2020
Q2 		$289K Buy
+5,000
New +$283K 0.01% 765

Other funds holding QLTA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CWMG
Compass Wealth Management (Georgia) Atlanta, Georgia $234M AUM 18.05% 1-Year Est. Return