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PIEPIE
Showing 8 of 29 quarters

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 16,995 shares of PIE (INVESCO EXCH TRADED FD TR II), worth $567,537 as of 2026-Q2. The position was decreased (-8.1% shares). PIE represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$567,537

Current Shares

16,995

Total Value Change

+$451,199

Total Shares Change

+11,353

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
16,995
-8.1%
$567,5370.0%$33.40
0
2026-Q1
Increased
18,488
+186.9%
$481,2460.0%$26.77
39
2025-Q4
Increased
6,443
+7.6%
$152,3110.0%$23.90
24
2025-Q3
Increased
5,990
+4.5%
$146,1550.0%$23.82
23
2025-Q2
Decreased
5,735
-11.6%
$120,0910.0%$20.46
0
2025-Q1
Decreased
6,489
-9.7%
$117,9700.0%$17.94
0
2024-Q4
Increased
7,187
+27.4%
$138,1340.0%$18.90
28
2024-Q3
Decreased
5,642
-2.5%
$116,3380.0%$20.62
0

Other major holders of PIE: MORGAN STANLEY, RAYMOND JAMES FINANCIAL INC, WELLS FARGO & COMPANY/MN

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