Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 84,852 shares of CGW (INVESCO EXCH TRADED FD TR II).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's CGW position is worth $5.6M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their CGW position (+0.1% change in shares).

Question 4

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

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in CGW in 2019-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	84,852	+0.1%	$5.6M	0.0%	$65.73	27
2026-Q1	Increased	84,768	+2.1%	$5.4M	0.0%	$66.60	28
2025-Q4	Decreased	83,035	-1.0%	$5.2M	0.0%	$63.55	0
2025-Q3	Increased	83,874	+0.8%	$5.4M	0.0%	$62.61	27
2025-Q2	Increased	83,171	+1.7%	$5.2M	0.0%	$61.22	27
2025-Q1	Increased	81,761	+1.6%	$4.6M	0.0%	$54.93	27
2024-Q4	Increased	80,497	+0.9%	$4.4M	0.0%	$53.48	27
2024-Q3	Increased	79,812	+2.1%	$4.9M	0.0%	$58.78	27
2024-Q2	Increased	78,133	+3.8%	$4.3M	0.0%	$53.23	28
2024-Q1	Decreased	75,253	-0.0%	$4.2M	0.0%	$53.46	0
2023-Q4	Increased	75,273	+1.9%	$4M	0.1%	$51.03	27
2023-Q3	Increased	73,897	+7.4%	$3.4M	0.1%	$44.09	29
2023-Q2	Increased	68,777	+4.1%	$3.5M	0.1%	$48.18	28
2023-Q1	Decreased	66,064	-3.6%	$3.3M	0.1%	$46.77	0
2022-Q4	Decreased	68,538	-2.2%	$3.2M	0.1%	$44.18	0
2022-Q3	Increased	70,065	+2.9%	$2.9M	0.1%	$38.45	27
2022-Q2	Increased	68,117	+0.5%	$3M	0.1%	$41.19	26
2022-Q1	Decreased	67,797	-11.1%	$3.6M	0.1%	$49.60	0
2021-Q4	Increased	76,238	+3.6%	$4.6M	0.1%	$56.41	28
2021-Q3	Decreased	73,570	-4.2%	$4.1M	0.1%	$51.79	0
2021-Q2	Decreased	76,797	-50.0%	$4.1M	0.1%	$49.36	0
2021-Q1	Increased	153,738	+131.5%	$3.8B	0.1%	$44.94	51
2020-Q4	Increased	66,410	+3.7%	$3.1M	0.1%	$43.04	27
2020-Q3	Increased	64,024	+14.9%	$2.6M	0.1%	$37.34	30
2020-Q2	Increased	55,704	+13.8%	$2.1M	0.1%	$33.64	29
2020-Q1	Increased	48,972	+9.2%	$1.6M	0.1%	$30.57	28
2019-Q4	Increased	44,849	+16.1%	$1.8M	0.1%	$37.21	30
2019-Q3	Increased	38,639	+6.1%	$1.5M	0.0%	$33.90	27
2019-Q2	New	36,432	-	$1.4M	0.1%	$33.42	35

CGW29 quarters

CGW
29 quarters