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

Steward Partners Investment Advisory’s Portfolio RINC Stock Details RINC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-12,870	Closed	-$269K	–	4365
2025 Q2	$269K	Sell	12,870 -2,225	-15%	-$45.3K	﹤0.01%	1609
2025 Q1	$335K	Sell	15,095 -500	-3%	-$11.2K	﹤0.01%	1388
2024 Q4	$342K	Sell	15,595 -3,856	-20%	-$89.1K	﹤0.01%	1334
2024 Q3	$474K	Sell	19,451 -100	-0.5%	-$2.4K	﹤0.01%	1127
2024 Q2	$445K	Sell	19,551 -625	-3%	-$14.3K	﹤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%	-$87.4K	0.01%	958
2023 Q3	$599K	Buy	+24,901	New	+$624K	0.01%	861

Other funds holding RINC

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Steward Partners Investment Advisory's RINC Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of AXS Real Estate Income ETF (RINC) in Q3 2025, closing a stake of 12,870 shares — an estimated $269K sold.

Steward Partners Investment Advisory first reported a position in RINC in Q3 2023 and held it in 8 quarters. The position peaked at $599K in Q3 2023. 1 fund tracked by Wall St. Rank holds RINC as of Q3 2025.

Steward Partners Investment Advisory reported no remaining AXS Real Estate Income ETF position as of Q3 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 12,870 AXS Real Estate Income ETF shares in Q3 2025, an estimated $269K.
Steward Partners Investment Advisory first reported a position in AXS Real Estate Income ETF in Q3 2023 and held it in 8 quarters.
Steward Partners Investment Advisory's AXS Real Estate Income ETF position peaked at $599K in Q3 2023.
1 fund tracked by Wall St. Rank held AXS Real Estate Income ETF as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.