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 Q2	$88.4K	Sell	4,130 -144	-3%	-$2.93K	﹤0.01%	2653
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 $1.28T AUM 58.89% 1-Year Est. Return

PFBT

Parkside Financial Bank & Trust Saint Louis, Missouri $1.47B AUM 24.26% 1-Year Est. Return

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

Steward Partners Investment Advisory reduced its Harbor Active Small Cap ETF (SMLL) stake by 3.4% in Q2 2026, selling an estimated $2.93K and leaving 4,130 shares worth $88.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2653.

Steward Partners Investment Advisory first reported a position in SMLL in Q4 2024 and has held it in 7 quarters since. The position peaked at $671K in Q3 2025. 4 funds tracked by Wall St. Rank hold SMLL as of Q2 2026.

Steward Partners Investment Advisory held 4,130 shares of Harbor Active Small Cap ETF worth $88.4K as of Q2 2026.
Steward Partners Investment Advisory sold 144 Harbor Active Small Cap ETF shares in Q2 2026, an estimated $2.93K.
Harbor Active Small Cap ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2653 holding.
Steward Partners Investment Advisory first reported a position in Harbor Active Small Cap ETF in Q4 2024 and has held it in 7 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 Q2 2026.

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