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 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 $324B AUM 22.36% 1-Year Est. Return

HFW

Horizon Family Wealth Chicago, Illinois $189M AUM 18.48% 1-Year Est. Return

NRG

Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return

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

Steward Partners Investment Advisory reduced its RJ Eagle Vertical Income ETF (RJVI) stake by 67% in Q1 2026, selling an estimated $15.2K and leaving 300 shares worth $7.48K. The position accounts for ﹤0.01% of the portfolio, ranked #3663.

Steward Partners Investment Advisory first reported a position in RJVI in Q4 2025 and has held it in 2 quarters since. The position peaked at $22.5K in Q4 2025. 4 funds tracked by Wall St. Rank hold RJVI as of Q1 2026.

Steward Partners Investment Advisory held 300 shares of RJ Eagle Vertical Income ETF worth $7.48K as of Q1 2026.
Steward Partners Investment Advisory sold 600 RJ Eagle Vertical Income ETF shares in Q1 2026, an estimated $15.2K.
RJ Eagle Vertical Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3663 holding.
Steward Partners Investment Advisory first reported a position in RJ Eagle Vertical Income ETF in Q4 2025 and has held it in 2 quarters since.
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 Q1 2026.

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