Question 1

How many shares of ULST does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 21,685 shares of ULST (SSGA ACTIVE ETF TR).

Question 2

What is Steward Partners Investment Advisory, LLC's ULST position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's ULST position is worth $876,616.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling ULST?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their ULST position (+6.3% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy ULST?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in ULST in 2019-Q3. They have held the position across 26 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	21,685	+6.3%	$876,616	0.0%	$40.16	26
2026-Q1	Increased	20,397	+10.7%	$826,079	0.0%	$39.83	27
2025-Q4	Increased	18,434	+2.3%	$746,669	0.0%	$39.58	25
2025-Q3	Increased	18,016	+7.8%	$733,071	0.0%	$39.17	27
2025-Q2	Decreased	16,711	-3.0%	$679,469	0.0%	$38.70	0
2025-Q1	Increased	17,226	+0.7%	$700,237	0.0%	$38.27	25
2024-Q4	Increased	17,109	+9.8%	$691,375	0.0%	$37.76	27
2024-Q3	Increased	15,579	+2.1%	$635,312	0.0%	$37.50	25
2024-Q2	Increased	15,263	+19.9%	$617,694	0.0%	$36.74	29
2024-Q1	Increased	12,725	+157.1%	$515,363	0.0%	$36.29	39
2023-Q4	Increased	4,949	+944.1%	$199,841	0.0%	$35.89	37
2023-Q3	Decreased	474	-7.1%	$19,088	0.0%	$35.20	0
2023-Q2	New	510	-	$20,528	0.0%	$34.78	26
2022-Q3	Exited	0	-100.0%	$0	0.0%	$33.58	0
2022-Q2	Decreased	9	-96.2%	$0	0.0%	$33.35	0
2022-Q1	Unchanged	237	0.0%	$9,000	0.0%	$33.47	0
2021-Q4	Unchanged	237	0.0%	$10,000	0.0%	$33.69	0
2021-Q3	Unchanged	237	0.0%	$10,000	0.0%	$33.75	0
2021-Q2	Decreased	237	-50.0%	$10,000	0.0%	$33.73	0
2021-Q1	Increased	474	+100.0%	$9.6M	0.0%	$33.66	45
2020-Q4	Increased	237	+13.9%	$10,000	0.0%	$33.61	19
2020-Q3	Increased	208	+22.4%	$8,000	0.0%	$33.51	20
2020-Q2	Unchanged	170	0.0%	$7,000	0.0%	$33.34	0
2020-Q1	Unchanged	170	0.0%	$6,000	0.0%	$32.05	0
2019-Q4	Unchanged	170	0.0%	$6,000	0.0%	$33.13	0
2019-Q3	New	170	-	$6,000	0.0%	$32.89	22

ULST26 quarters

ULST
26 quarters