Steward Partners Investment Advisory’s REX IncomeMax Option Strategy ETF ULTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-600	Closed	-$8.46K	–	4605
2025 Q4	$8.46K	Buy	+600	New	+$11K	﹤0.01%	3509

Other funds holding ULTI

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Steward Partners Investment Advisory sold out of REX IncomeMax Option Strategy ETF (ULTI) in Q1 2026, closing a stake of 600 shares — an estimated $8.46K sold.

Steward Partners Investment Advisory first reported a position in ULTI in Q4 2025 and held it in 1 quarter. The position peaked at $8.46K in Q4 2025. 4 funds tracked by Wall St. Rank hold ULTI as of Q1 2026.

Steward Partners Investment Advisory reported no remaining REX IncomeMax Option Strategy ETF position as of Q1 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 600 REX IncomeMax Option Strategy ETF shares in Q1 2026, an estimated $8.46K.
Steward Partners Investment Advisory first reported a position in REX IncomeMax Option Strategy ETF in Q4 2025 and held it in 1 quarter.
Steward Partners Investment Advisory's REX IncomeMax Option Strategy ETF position peaked at $8.46K in Q4 2025.
4 funds tracked by Wall St. Rank held REX IncomeMax Option Strategy ETF as of Q1 2026.

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