Steward Partners Investment Advisory’s Themes Generative Artificial Intelligence ETF WISE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$23.8K	Sell	658 -304	-32%	-$11K	﹤0.01%	2839
2025 Q1	$29.5K	Buy	962 +703	+271%	+$21.6K	﹤0.01%	2639
2024 Q4	$9.94K	Buy	+259	New	+$9.94K	﹤0.01%	3098