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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in INVESCO EXCH TRADED FD TR II

Steward Partners Investment Advisory, LLC holds 1,575 shares of PBD (INVESCO EXCH TRADED FD TR II), worth $30,870 as of 2026-Q2. The position was increased (+107.8% shares). PBD represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$30,870

Current Shares

1,575

Total Value Change

-$19,566

Total Shares Change

-2,025

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1,575
+107.8%
$30,8700.0%$19.60
32
2026-Q1
Unchanged
758
0.0%
$13,5910.0%$17.52
0
2025-Q4
Unchanged
758
0.0%
$12,1900.0%$16.25
0
2025-Q3
Unchanged
758
0.0%
$11,4230.0%$14.83
0
2025-Q2
Unchanged
758
0.0%
$9,5520.0%$12.41
0
2025-Q1
Decreased
758
-78.9%
$7,9890.0%$10.51
0
2024-Q4
Unchanged
3,600
0.0%
$41,6520.0%$11.29
0
2024-Q3
Increased
3,600
+16.1%
$50,4360.0%$13.57
24

Other major holders of PBD: HighTower Advisors, LLC, MORGAN STANLEY, LPL Financial LLC

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