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Steward Partners Investment Advisory’s Columbia Research Enhanced Value ETF REVS Stock Holding History

Steward Partners Investment Advisory’s Portfolio REVS Stock Details REVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.5M Buy
52,550
+51,250
+3,942% +$1.49M 0.01% 973
2025
Q4 		$36.8K Buy
+1,300
New +$36.7K ﹤0.01% 2831

Other funds holding REVS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Steward Partners Investment Advisory's REVS Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Columbia Research Enhanced Value ETF (REVS) stake by 3,942% in Q1 2026, buying an estimated $1.49M and bringing the position to 52,550 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #973.

Steward Partners Investment Advisory first reported a position in REVS in Q4 2025 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold REVS as of Q1 2026.

  • Steward Partners Investment Advisory held 52,550 shares of Columbia Research Enhanced Value ETF worth $1.5M as of Q1 2026.
  • Steward Partners Investment Advisory bought 51,250 Columbia Research Enhanced Value ETF shares in Q1 2026, an estimated $1.49M.
  • Columbia Research Enhanced Value ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #973 holding.
  • Steward Partners Investment Advisory first reported a position in Columbia Research Enhanced Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.