Steward Partners Investment Advisory’s AXS Real Estate Income ETF RINC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Sell
12,870
-2,225
-15% -$46.4K ﹤0.01% 1609
2025
Q1
$335K Sell
15,095
-500
-3% -$11.1K ﹤0.01% 1388
2024
Q4
$342K Sell
15,595
-3,856
-20% -$84.6K ﹤0.01% 1334
2024
Q3
$474K Sell
19,451
-100
-0.5% -$2.44K ﹤0.01% 1127
2024
Q2
$445K Sell
19,551
-625
-3% -$14.2K ﹤0.01% 1107
2024
Q1
$485K Sell
20,176
-1,050
-5% -$25.2K 0.01% 1066
2023
Q4
$547K Sell
21,226
-3,675
-15% -$94.6K 0.01% 958
2023
Q3
$599K Buy
+24,901
New +$599K 0.01% 861