Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 856 shares of TAN (INVESCO EXCH TRADED FD TR II).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's TAN position is worth $50,632.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their TAN position (-20.4% change in shares).

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	856	-20.4%	$50,632	0.0%	$59.15	0
2026-Q1	Increased	1,075	+46.1%	$59,888	0.0%	$54.47	28
2025-Q4	Unchanged	736	0.0%	$36,152	0.0%	$49.53	0
2025-Q3	Decreased	736	-37.9%	$32,112	0.0%	$43.82	0
2025-Q2	Unchanged	1,186	0.0%	$40,632	0.0%	$34.14	0
2025-Q1	Decreased	1,186	-9.5%	$36,126	0.0%	$31.01	0
2024-Q4	Increased	1,311	+3.1%	$43,420	0.0%	$33.62	21
2024-Q3	Increased	1,272	+1.7%	$54,836	0.0%	$42.79	21
2024-Q2	Decreased	1,251	-0.8%	$50,303	0.0%	$40.01	0
2024-Q1	Increased	1,261	+5.1%	$57,212	0.0%	$45.15	22
2023-Q4	Decreased	1,200	-11.1%	$64,020	0.0%	$53.09	0
2023-Q3	Decreased	1,350	-2.5%	$69,917	0.0%	$51.49	0
2023-Q2	Decreased	1,385	-3.9%	$98,917	0.0%	$68.52	0
2023-Q1	Increased	1,441	+10.4%	$111,865	0.0%	$75.31	24
2022-Q4	Decreased	1,305	-38.0%	$95,187	0.0%	$72.51	0
2022-Q3	Increased	2,105	+61.3%	$155,000	0.0%	$72.84	32
2022-Q2	Decreased	1,305	-32.6%	$93,000	0.0%	$68.92	0
2022-Q1	Decreased	1,936	-18.4%	$146,000	0.0%	$75.34	0
2021-Q4	Decreased	2,373	-34.1%	$183,000	0.0%	$77.23	0
2021-Q3	Decreased	3,603	-11.5%	$288,000	0.0%	$77.90	0
2021-Q2	Decreased	4,072	-79.5%	$364,000	0.0%	$91.24	0
2021-Q1	Increased	19,882	+950.9%	$913.2M	0.0%	$88.75	51
2020-Q4	Increased	1,892	+256.3%	$194,000	0.0%	$101.75	37
2020-Q3	Decreased	531	-88.1%	$34,000	0.0%	$62.10	0
2020-Q2	Increased	4,454	+509.3%	$161,000	0.0%	$35.79	36
2020-Q1	Increased	731	+2258.1%	$18,000	0.0%	$24.97	30
2019-Q4	Unchanged	31	0.0%	$0	0.0%	$30.49	0
2019-Q3	Unchanged	31	0.0%	$0	0.0%	$28.93	0
2019-Q2	New	31	-	$0	0.0%	$27.99	17

TAN29 quarters

TAN
29 quarters