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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 47,125 shares of SPHD (INVESCO EXCH TRADED FD TR II), worth $2.4M as of 2026-Q2. The position was decreased (-13.9% shares). SPHD represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$2.4M

Current Shares

47,125

Total Value Change

+$1.5M

Total Shares Change

+30,153

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
47,125
-13.9%
$2.4M0.0%$50.63
0
2026-Q1
Increased
54,705
+20.5%
$2.7M0.0%$48.79
31
2025-Q4
Increased
45,404
+39.8%
$2.2M0.0%$46.62
34
2025-Q3
Increased
32,489
+64.5%
$1.6M0.0%$47.45
37
2025-Q2
Increased
19,744
+2.1%
$939,0250.0%$45.17
25
2025-Q1
Increased
19,341
+1.1%
$971,5150.0%$47.27
25
2024-Q4
Increased
19,133
+12.7%
$924,3220.0%$45.09
28
2024-Q3
Decreased
16,972
-3.6%
$858,2940.0%$46.81
0

Other major holders of SPHD: MORGAN STANLEY, LPL Financial LLC

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