Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 9,855 shares of PIZ (INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's PIZ position is worth $550,917.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their PIZ position (-4.3% change in shares).

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	9,855	-4.3%	$550,917	0.0%	$55.90	0
2026-Q1	Increased	10,295	+191.0%	$509,808	0.0%	$52.36	39
2025-Q4	Increased	3,538	+6.7%	$173,286	0.0%	$49.26	24
2025-Q3	Increased	3,316	+3.4%	$158,094	0.0%	$47.20	23
2025-Q2	Decreased	3,206	-21.0%	$147,316	0.0%	$45.44	0
2025-Q1	Decreased	4,058	-9.2%	$154,529	0.0%	$37.81	0
2024-Q4	Increased	4,471	+9.6%	$162,364	0.0%	$35.82	25
2024-Q3	Decreased	4,079	-2.3%	$154,553	0.0%	$37.15	0
2024-Q2	Decreased	4,176	-14.0%	$149,125	0.0%	$34.80	0
2024-Q1	Increased	4,857	+556.4%	$167,372	0.0%	$33.39	36
2023-Q4	Unchanged	740	0.0%	$23,502	0.0%	$30.69	0
2023-Q3	Unchanged	740	0.0%	$21,219	0.0%	$27.60	0
2023-Q2	Unchanged	740	0.0%	$22,540	0.0%	$28.73	0
2023-Q1	Unchanged	740	0.0%	$22,170	0.0%	$28.39	0
2022-Q4	Unchanged	740	0.0%	$20,320	0.0%	$26.02	0
2022-Q3	Unchanged	740	0.0%	$18,000	0.0%	$23.15	0
2022-Q2	Decreased	740	-67.2%	$20,000	0.0%	$26.05	0
2022-Q1	Unchanged	2,258	0.0%	$76,000	0.0%	$31.80	0
2021-Q4	Unchanged	2,258	0.0%	$91,000	0.0%	$37.43	0
2021-Q3	Unchanged	2,258	0.0%	$86,000	0.0%	$34.98	0
2021-Q2	Decreased	2,258	-50.0%	$85,000	0.0%	$34.96	0
2021-Q1	Increased	4,516	+100.0%	$76.8M	0.0%	$31.05	48
2020-Q4	Decreased	2,258	-6.6%	$76,000	0.0%	$31.27	0
2020-Q3	Unchanged	2,418	0.0%	$75,000	0.0%	$28.63	0
2020-Q2	Decreased	2,418	-4.0%	$67,000	0.0%	$25.31	0
2020-Q1	Unchanged	2,518	0.0%	$57,000	0.0%	$20.90	0
2019-Q4	Unchanged	2,518	0.0%	$72,000	0.0%	$26.38	0
2019-Q3	Unchanged	2,518	0.0%	$66,000	0.0%	$23.95	0
2019-Q2	New	2,518	-	$68,000	0.0%	$24.52	29

PIZ29 quarters

PIZ
29 quarters