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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in INVESCO EXCHANGE TRADED FD T

Steward Partners Investment Advisory, LLC holds 205 shares of CVY (INVESCO EXCHANGE TRADED FD T), worth $5,911 as of 2026-Q2. The position was decreased (-69.8% shares).

Current Value

$5,911

Current Shares

205

Total Value Change

-$15,299

Total Shares Change

-607

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
205
-69.8%
$5,9110.0%$28.61
0
2026-Q1
Unchanged
679
0.0%
$18,3810.0%$26.46
0
2025-Q4
Unchanged
679
0.0%
$18,2070.0%$25.99
0
2025-Q3
Unchanged
679
0.0%
$18,1930.0%$25.70
0
2025-Q2
Unchanged
679
0.0%
$17,5030.0%$24.45
0
2025-Q1
Decreased
679
-16.4%
$17,2400.0%$23.84
0
2024-Q4
Unchanged
812
0.0%
$20,4300.0%$23.42
0
2024-Q3
Unchanged
812
0.0%
$21,2100.0%$24.08
0

Other major holders of CVY: LPL Financial LLC, MORGAN STANLEY

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