Steward Partners Investment Advisory, LLC
Position in ANEW — ProShares MSCI Transformational Changes ETF
CIK 1723397
STAMFORD, CT
Position in ANEW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,675
+$914 QoQ
Shares Held
149
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 9 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ANEW Over Time
Shares Held
Position Value (USD)
All Filings in ANEW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,675 | 149 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,761 | 149 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,484 | 149 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,695 | 149 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,477 | 149 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,692 | 149 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,717 | 149 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,761 | 149 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,282 | 149 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,193 | 149 | Shares | Sole | 2024-05-15 | |
| 2022-06-30 | $1,276 | 40 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,592 | 90 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $47,932 | 1,064 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $47,531 | 1,064 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $112,749 | 2,441 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $103,815 | 2,441 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $78,077 | 1,849 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||