Steward Partners Investment Advisory’s Trenchless Fund ETF RVER Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12	Closed	-$392	–	4490
2025 Q3	$392	Buy	+12	New	+$385	﹤0.01%	4142

Other funds holding RVER

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Steward Partners Investment Advisory's RVER Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Trenchless Fund ETF (RVER) in Q4 2025, closing a stake of 12 shares — an estimated $392 sold.

Steward Partners Investment Advisory first reported a position in RVER in Q3 2025 and held it in 1 quarter. The position peaked at $392 in Q3 2025. 2 funds tracked by Wall St. Rank hold RVER as of Q4 2025.

Steward Partners Investment Advisory reported no remaining Trenchless Fund ETF position as of Q4 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 12 Trenchless Fund ETF shares in Q4 2025, an estimated $392.
Steward Partners Investment Advisory first reported a position in Trenchless Fund ETF in Q3 2025 and held it in 1 quarter.
Steward Partners Investment Advisory's Trenchless Fund ETF position peaked at $392 in Q3 2025.
2 funds tracked by Wall St. Rank held Trenchless Fund ETF as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.