Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 8,106 shares of PWB (INVESCO EXCHANGE TRADED FD T).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's PWB position is worth $1.4M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their PWB position (-16.3% change in shares).

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	8,106	-16.3%	$1.4M	0.0%	$168.46	0
2026-Q1	Decreased	9,683	-3.3%	$1.2M	0.0%	$132.21	0
2025-Q4	Decreased	10,010	-1.5%	$1.3M	0.0%	$128.50	0
2025-Q3	Decreased	10,167	-2.5%	$1.3M	0.0%	$124.77	0
2025-Q2	Increased	10,425	+1.0%	$1.2M	0.0%	$115.89	25
2025-Q1	Decreased	10,325	-1.0%	$991,653	0.0%	$95.89	0
2024-Q4	Decreased	10,430	-7.3%	$1.1M	0.0%	$102.66	0
2024-Q3	Decreased	11,256	-2.4%	$1.1M	0.0%	$98.38	0
2024-Q2	Increased	11,532	+6.5%	$1.1M	0.0%	$94.38	27
2024-Q1	Decreased	10,832	-10.6%	$967,189	0.0%	$89.23	0
2023-Q4	Decreased	12,112	-6.0%	$941,102	0.0%	$77.64	0
2023-Q3	Decreased	12,890	-3.8%	$873,813	0.0%	$67.64	0
2023-Q2	Decreased	13,396	-1.4%	$945,976	0.0%	$69.65	0
2023-Q1	Decreased	13,587	-1.0%	$882,966	0.0%	$63.87	0
2022-Q4	Decreased	13,721	-1.1%	$819,693	0.0%	$59.44	0
2022-Q3	Increased	13,871	+4.5%	$790,000	0.0%	$57.29	26
2022-Q2	Decreased	13,273	-0.5%	$779,000	0.0%	$58.72	0
2022-Q1	Increased	13,337	+18.4%	$964,000	0.0%	$72.59	29
2021-Q4	Decreased	11,265	-2.1%	$910,000	0.0%	$80.55	0
2021-Q3	Increased	11,512	+0.6%	$852,000	0.0%	$74.11	25
2021-Q2	Decreased	11,447	-76.9%	$852,000	0.0%	$73.97	0
2021-Q1	Increased	49,476	+244.3%	$1.7B	0.0%	$66.22	51
2020-Q4	Increased	14,369	+11.3%	$971,000	0.0%	$66.95	28
2020-Q3	Increased	12,906	+6.4%	$799,000	0.0%	$60.81	26
2020-Q2	Increased	12,131	+150.9%	$664,000	0.0%	$53.27	40
2020-Q1	Decreased	4,835	-29.8%	$211,000	0.0%	$44.05	0
2019-Q4	Unchanged	6,885	0.0%	$353,000	0.0%	$50.72	0
2019-Q3	Increased	6,885	+111.8%	$332,000	0.0%	$47.47	38
2019-Q2	New	3,250	-	$157,000	0.0%	$47.74	31

PWB29 quarters

PWB
29 quarters