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14 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 previously held 0 shares of SPHB (INVESCO EXCH TRADED FD TR II), worth $0 as of 2025-Q3.

Final Value

$0

Final Shares

0

Total Value Change

-$4.9B

Total Shares Change

-140,578

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2025-Q3
Latest
Exited
0
-100.0%
$00.0%$109.48
0
2025-Q2
Unchanged
104
0.0%
$10,1430.0%$96.79
0
2025-Q1
New
104
-
$8,1390.0%$78.14
23
2023-Q4
Exited
0
-100.0%
$00.0%$81.15
0
2023-Q3
Increased
16,880
+6417.4%
$1.2M0.0%$68.89
41
2023-Q2
Decreased
259
-31.7%
$19,7850.0%$73.91
0
2023-Q1
Increased
379
+7.4%
$26,5350.0%$67.28
21
2022-Q4
New
353
-
$21,9800.0%$60.89
26
2022-Q2
Exited
0
-100.0%
$00.0%$57.87
0
2022-Q1
Decreased
69
-99.3%
$5,0000.0%$74.97
0
2021-Q4
Increased
9,182
+1.3%
$726,0000.0%$76.78
25
2021-Q3
Decreased
9,067
-39.3%
$663,0000.0%$71.61
0
2021-Q2
Decreased
14,925
-89.4%
$1.1M0.0%$72.67
0
2021-Q1
New
140,578
-
$4.9B0.1%$67.23
44

Other major holders of SPHB: GOLDMAN SACHS GROUP INC, ENVESTNET ASSET MANAGEMENT INC, ASSETMARK, INC

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