Steward Partners Investment Advisory’s Harbor Ares Systematic Multi-Sector Income ETF SIFI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$200K	Buy	4,584 +757	+20%	+$33K	﹤0.01%	2228
2026 Q1	$166K	Buy	3,827 +325	+9%	+$14.2K	﹤0.01%	2110
2025 Q4	$154K	Buy	3,502 +86	+3%	+$3.81K	﹤0.01%	2068
2025 Q3	$152K	Buy	3,416 +279	+9%	+$12.3K	﹤0.01%	2006
2025 Q2	$138K	Buy	+3,137	New	+$135K	﹤0.01%	1932

Other funds holding SIFI

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Steward Partners Investment Advisory increased its Harbor Ares Systematic Multi-Sector Income ETF (SIFI) stake by 20% in Q2 2026, buying an estimated $33K and bringing the position to 4,584 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

Steward Partners Investment Advisory first reported a position in SIFI in Q2 2025 and has held it in 5 quarters since. 6 funds tracked by Wall St. Rank hold SIFI as of Q2 2026.

Steward Partners Investment Advisory held 4,584 shares of Harbor Ares Systematic Multi-Sector Income ETF worth $200K as of Q2 2026.
Steward Partners Investment Advisory bought 757 Harbor Ares Systematic Multi-Sector Income ETF shares in Q2 2026, an estimated $33K.
Harbor Ares Systematic Multi-Sector Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2228 holding.
Steward Partners Investment Advisory first reported a position in Harbor Ares Systematic Multi-Sector Income ETF in Q2 2025 and has held it in 5 quarters since.
6 funds tracked by Wall St. Rank held Harbor Ares Systematic Multi-Sector Income ETF as of Q2 2026.

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