Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 4,228 shares of PBW (INVESCO EXCHANGE TRADED FD T).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's PBW position is worth $164,948.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their PBW position (+22.3% change in shares).

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	4,228	+22.3%	$164,948	0.0%	$39.01	27
2026-Q1	Decreased	3,456	-0.4%	$109,151	0.0%	$31.69	0
2025-Q4	Unchanged	3,471	0.0%	$106,015	0.0%	$31.07	0
2025-Q3	Decreased	3,471	-1.0%	$100,252	0.0%	$28.83	0
2025-Q2	Unchanged	3,505	0.0%	$69,825	0.0%	$19.62	0
2025-Q1	Increased	3,505	+0.4%	$55,172	0.0%	$15.88	21
2024-Q4	Increased	3,491	+1.3%	$69,859	0.0%	$20.32	21
2024-Q3	Decreased	3,448	-0.6%	$69,061	0.0%	$19.73	0
2024-Q2	Decreased	3,470	-3.2%	$69,916	0.0%	$19.70	0
2024-Q1	Decreased	3,586	-89.9%	$82,647	0.0%	$22.38	0
2023-Q4	Increased	35,376	+4.0%	$1.1M	0.0%	$28.65	26
2023-Q3	Increased	34,003	+10.9%	$1.1M	0.0%	$30.11	28
2023-Q2	Decreased	30,667	-10.6%	$1.2M	0.0%	$37.63	0
2023-Q1	Decreased	34,317	-5.4%	$1.4M	0.0%	$36.97	0
2022-Q4	Decreased	36,286	-1.5%	$1.4M	0.0%	$35.83	0
2022-Q3	Increased	36,854	+125.5%	$1.8M	0.0%	$44.69	42
2022-Q2	Decreased	16,346	-1.3%	$747,000	0.0%	$41.66	0
2022-Q1	Increased	16,557	+226.4%	$1.1M	0.0%	$59.51	41
2021-Q4	Decreased	5,072	-10.3%	$362,000	0.0%	$64.88	0
2021-Q3	Increased	5,655	+6.7%	$437,000	0.0%	$68.86	26
2021-Q2	Decreased	5,298	-74.3%	$494,000	0.0%	$84.80	0
2021-Q1	Increased	20,586	+383.8%	$1B	0.0%	$84.38	51
2020-Q4	Increased	4,255	+37.3%	$440,000	0.0%	$93.45	31
2020-Q3	Unchanged	3,100	0.0%	$188,000	0.0%	$54.11	0
2020-Q2	Increased	3,100	+6.9%	$126,000	0.0%	$35.24	24
2020-Q1	Unchanged	2,900	0.0%	$77,000	0.0%	$23.90	0
2019-Q4	Unchanged	2,900	0.0%	$99,000	0.0%	$30.07	0
2019-Q3	Unchanged	2,900	0.0%	$84,000	0.0%	$25.75	0
2019-Q2	New	2,900	-	$86,000	0.0%	$26.05	30

PBW29 quarters

PBW
29 quarters