Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 46,970 shares of PFM (INVESCO EXCHANGE TRADED FD T).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's PFM position is worth $2.6M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their PFM position (+3.0% change in shares).

Question 4

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

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in PFM in 2019-Q4. They have held the position across 27 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	46,970	+3.0%	$2.6M	0.0%	$55.45	27
2026-Q1	Increased	45,598	+0.5%	$2.3M	0.0%	$53.38	26
2025-Q4	Decreased	45,352	-1.1%	$2.3M	0.0%	$51.86	0
2025-Q3	Increased	45,865	+1.0%	$2.3M	0.0%	$50.23	26
2025-Q2	Increased	45,402	+3.6%	$2.2M	0.0%	$47.42	27
2025-Q1	Increased	43,810	+1.6%	$2M	0.0%	$44.80	26
2024-Q4	Increased	43,118	+1.8%	$2M	0.0%	$45.16	26
2024-Q3	Increased	42,362	+0.8%	$2M	0.0%	$45.44	26
2024-Q2	Decreased	42,032	-4.7%	$1.8M	0.0%	$41.72	0
2024-Q1	Increased	44,080	+4.6%	$1.9M	0.0%	$41.43	27
2023-Q4	Increased	42,159	+2.0%	$1.7M	0.0%	$38.66	26
2023-Q3	Increased	41,341	+7.2%	$1.5M	0.0%	$35.22	27
2023-Q2	Increased	38,556	+30.4%	$1.5M	0.0%	$36.33	32
2023-Q1	Increased	29,572	+55.2%	$1.1M	0.0%	$34.53	35
2022-Q4	Increased	19,056	+1157.0%	$695,923	0.0%	$34.70	40
2022-Q3	Increased	1,516	+66.6%	$49,000	0.0%	$30.95	30
2022-Q2	Unchanged	910	0.0%	$31,000	0.0%	$32.58	0
2022-Q1	Unchanged	910	0.0%	$35,000	0.0%	$36.39	0
2021-Q4	Unchanged	910	0.0%	$36,000	0.0%	$37.01	0
2021-Q3	Unchanged	910	0.0%	$33,000	0.0%	$33.82	0
2021-Q2	Decreased	910	-78.7%	$33,000	0.0%	$33.34	0
2021-Q1	Increased	4,262	+368.4%	$73.8M	0.0%	$31.77	48
2020-Q4	Unchanged	910	0.0%	$30,000	0.0%	$29.86	0
2020-Q3	Unchanged	910	0.0%	$28,000	0.0%	$27.35	0
2020-Q2	Unchanged	910	0.0%	$26,000	0.0%	$25.24	0
2020-Q1	Unchanged	910	0.0%	$22,000	0.0%	$22.61	0
2019-Q4	New	910	-	$27,000	0.0%	$27.37	27

PFM27 quarters

PFM
27 quarters