Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 12,667 shares of PDP (INVESCO EXCHANGE TRADED FD T).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's PDP position is worth $1.9M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their PDP position (-6.0% change in shares).

Question 4

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

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in PDP in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	12,667	-6.0%	$1.9M	0.0%	$151.73	0
2026-Q1	Decreased	13,480	-17.0%	$1.6M	0.0%	$125.58	0
2025-Q4	Decreased	16,246	-2.8%	$1.9M	0.0%	$117.71	0
2025-Q3	Increased	16,719	+10.3%	$2M	0.0%	$117.32	29
2025-Q2	Decreased	15,162	-5.0%	$1.6M	0.0%	$107.62	0
2025-Q1	Increased	15,966	+2.0%	$1.6M	0.0%	$99.46	26
2024-Q4	Decreased	15,657	-8.8%	$1.7M	0.0%	$108.15	0
2024-Q3	Decreased	17,161	-2.6%	$1.8M	0.0%	$102.48	0
2024-Q2	Decreased	17,612	-6.3%	$1.7M	0.0%	$97.56	0
2024-Q1	Increased	18,797	+108.9%	$1.9M	0.0%	$98.48	42
2023-Q4	Decreased	8,999	-1.8%	$769,325	0.0%	$85.21	0
2023-Q3	Unchanged	9,161	0.0%	$705,305	0.0%	$76.65	0
2023-Q2	Unchanged	9,161	0.0%	$742,316	0.0%	$79.80	0
2023-Q1	Decreased	9,161	-6.2%	$695,961	0.0%	$74.49	0
2022-Q4	Increased	9,761	+1.7%	$693,519	0.0%	$70.49	25
2022-Q3	Unchanged	9,595	0.0%	$648,000	0.0%	$67.21	0
2022-Q2	Increased	9,595	+0.7%	$653,000	0.0%	$68.23	25
2022-Q1	Decreased	9,533	-4.3%	$772,000	0.0%	$81.30	0
2021-Q4	Unchanged	9,957	0.0%	$941,000	0.0%	$93.46	0
2021-Q3	Increased	9,957	+3.0%	$891,000	0.0%	$89.32	26
2021-Q2	Decreased	9,671	-59.9%	$867,000	0.0%	$88.63	0
2021-Q1	Increased	24,088	+229.4%	$1B	0.0%	$82.39	51
2020-Q4	Decreased	7,313	-5.2%	$642,000	0.0%	$86.37	0
2020-Q3	Increased	7,713	+3.9%	$590,000	0.0%	$75.21	25
2020-Q2	Unchanged	7,423	0.0%	$500,000	0.0%	$65.23	0
2020-Q1	Increased	7,423	+25.3%	$400,000	0.0%	$54.79	29
2019-Q4	Decreased	5,923	-4.8%	$381,000	0.0%	$63.39	0
2019-Q3	Unchanged	6,223	0.0%	$378,000	0.0%	$59.44	0
2019-Q2	Decreased	6,223	-19.4%	$375,000	0.0%	$59.35	0
2019-Q1	New	7,723	-	$437,000	0.0%	$55.73	33

PDP30 quarters

PDP
30 quarters