Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 140,182 shares of PGX (INVESCO EXCH TRADED FD TR II).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's PGX position is worth $1.5M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their PGX position (-37.7% change in shares).

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	140,182	-37.7%	$1.5M	0.0%	$10.78	0
2026-Q1	Increased	224,902	+0.5%	$2.4M	0.0%	$10.66	26
2025-Q4	Increased	223,706	+16.5%	$2.5M	0.0%	$10.85	30
2025-Q3	Increased	191,976	+1.7%	$2.2M	0.0%	$11.02	26
2025-Q2	Decreased	188,700	-63.9%	$2.1M	0.0%	$10.42	0
2025-Q1	Increased	522,310	+2.0%	$5.9M	0.1%	$10.35	28
2024-Q4	Increased	512,213	+30.5%	$5.9M	0.1%	$10.48	34
2024-Q3	Increased	392,511	+103.0%	$4.8M	0.0%	$11.06	43
2024-Q2	Increased	193,340	+1.8%	$2.2M	0.0%	$10.20	26
2024-Q1	Decreased	190,023	-1.8%	$2.3M	0.0%	$10.34	0
2023-Q4	Decreased	193,529	-8.2%	$2.2M	0.0%	$9.84	0
2023-Q3	Increased	210,902	+5.8%	$2.3M	0.0%	$9.23	28
2023-Q2	Decreased	199,365	-2.4%	$2.3M	0.0%	$9.43	0
2023-Q1	Increased	204,179	+2.9%	$2.3M	0.0%	$9.37	27
2022-Q4	Decreased	198,385	-7.9%	$2.2M	0.0%	$8.99	0
2022-Q3	Decreased	215,429	-9.1%	$2.6M	0.0%	$9.40	0
2022-Q2	Decreased	236,891	-0.8%	$2.9M	0.1%	$9.63	0
2022-Q1	Decreased	238,696	-11.2%	$3.2M	0.1%	$10.44	0
2021-Q4	Decreased	268,926	-0.5%	$4M	0.1%	$11.40	0
2021-Q3	Decreased	270,278	-11.4%	$4.1M	0.1%	$11.29	0
2021-Q2	Decreased	305,022	-39.0%	$4.7M	0.1%	$11.42	0
2021-Q1	Increased	499,680	+277.4%	$3.8B	0.1%	$11.04	51
2020-Q4	Increased	132,414	+28.4%	$2M	0.0%	$11.10	32
2020-Q3	Increased	103,143	+16.1%	$1.5M	0.0%	$10.58	30
2020-Q2	Increased	88,864	+0.7%	$1.3M	0.0%	$10.01	25
2020-Q1	Increased	88,263	+4.2%	$1.2M	0.0%	$9.21	26
2019-Q4	Increased	84,736	+2.2%	$1.3M	0.0%	$10.36	26
2019-Q3	Decreased	82,946	-4.5%	$1.2M	0.0%	$10.24	0
2019-Q2	Increased	86,863	+11.2%	$1.3M	0.0%	$9.84	28
2019-Q1	New	78,114	-	$1.1M	0.0%	$9.62	35

PGX30 quarters

PGX
30 quarters