Steward Partners Investment Advisory’s Harbor Active Small Cap ETF SMLL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$81.2K	Sell	4,274 -2,748	-39%	-$55K	﹤0.01%	2499
2025 Q4	$140K	Sell	7,022 -24,468	-78%	-$501K	﹤0.01%	2111
2025 Q3	$671K	Buy	31,490 +13,181	+72%	+$287K	﹤0.01%	1239
2025 Q2	$390K	Buy	18,309 +10,239	+127%	+$209K	﹤0.01%	1416
2025 Q1	$166K	Buy	8,070 +7,454	+1,210%	+$165K	﹤0.01%	1742
2024 Q4	$13.4K	Buy	+616	New	+$13.3K	﹤0.01%	2971

Other funds holding SMLL

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PFBT

Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return

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

Steward Partners Investment Advisory reduced its Harbor Active Small Cap ETF (SMLL) stake by 39% in Q1 2026, selling an estimated $55K and leaving 4,274 shares worth $81.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2499.

Steward Partners Investment Advisory first reported a position in SMLL in Q4 2024 and has held it in 6 quarters since. The position peaked at $671K in Q3 2025. 4 funds tracked by Wall St. Rank hold SMLL as of Q1 2026.

Steward Partners Investment Advisory held 4,274 shares of Harbor Active Small Cap ETF worth $81.2K as of Q1 2026.
Steward Partners Investment Advisory sold 2,748 Harbor Active Small Cap ETF shares in Q1 2026, an estimated $55K.
Harbor Active Small Cap ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2499 holding.
Steward Partners Investment Advisory first reported a position in Harbor Active Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
Steward Partners Investment Advisory's Harbor Active Small Cap ETF position peaked at $671K in Q3 2025.
4 funds tracked by Wall St. Rank held Harbor Active Small Cap ETF as of Q1 2026.

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