Steward Partners Investment Advisory’s RJ Eagle Vertical Income ETF RJVI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-300	Closed	-$7.48K	–	4905
2026 Q1	$7.48K	Sell	300 -600	-67%	-$15.2K	﹤0.01%	3663
2025 Q4	$22.5K	Buy	+900	New	+$22.5K	﹤0.01%	3095

Other funds holding RJVI

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HFW

Horizon Family Wealth Chicago, Illinois $219M AUM 21% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

NRG

Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return

Steward Partners Investment Advisory's RJVI Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of RJ Eagle Vertical Income ETF (RJVI) in Q2 2026, closing a stake of 300 shares — an estimated $7.48K sold.

Steward Partners Investment Advisory first reported a position in RJVI in Q4 2025 and held it in 2 quarters. The position peaked at $22.5K in Q4 2025. 4 funds tracked by Wall St. Rank hold RJVI as of Q2 2026.

Steward Partners Investment Advisory reported no remaining RJ Eagle Vertical Income ETF position as of Q2 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 300 RJ Eagle Vertical Income ETF shares in Q2 2026, an estimated $7.48K.
Steward Partners Investment Advisory first reported a position in RJ Eagle Vertical Income ETF in Q4 2025 and held it in 2 quarters.
Steward Partners Investment Advisory's RJ Eagle Vertical Income ETF position peaked at $22.5K in Q4 2025.
4 funds tracked by Wall St. Rank held RJ Eagle Vertical Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.