Steward Partners Investment Advisory’s Pabrai Wagons ETF WAGN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.34K	Buy	+600	New	+$8.86K	﹤0.01%	3804

Other funds holding WAGN

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

DSCM

Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

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

Steward Partners Investment Advisory opened a new position in Pabrai Wagons ETF (WAGN) in Q2 2026: 600 shares worth $8.34K. The stake represents ﹤0.01% of the portfolio and ranks #3804 among its holdings.

22 funds tracked by Wall St. Rank hold WAGN as of Q2 2026.

Steward Partners Investment Advisory held 600 shares of Pabrai Wagons ETF worth $8.34K as of Q2 2026.
Pabrai Wagons ETF was a new Steward Partners Investment Advisory position in Q2 2026.
Pabrai Wagons ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3804 holding.
22 funds tracked by Wall St. Rank held Pabrai Wagons ETF as of Q2 2026.

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