Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 1,280 shares of XMLV (INVESCO EXCH TRADED FD TR II).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's XMLV position is worth $84,902.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their XMLV position (-61.1% change in shares).

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1,280	-61.1%	$84,902	0.0%	$66.33	0
2026-Q1	Decreased	3,294	-60.1%	$207,423	0.0%	$66.76	0
2025-Q4	Decreased	8,249	-0.4%	$514,472	0.0%	$62.90	0
2025-Q3	Increased	8,279	+149.2%	$526,213	0.0%	$62.70	39
2025-Q2	Decreased	3,322	-2.5%	$204,868	0.0%	$60.72	0
2025-Q1	Decreased	3,407	-3.4%	$210,280	0.0%	$59.96	0
2024-Q4	Increased	3,527	+15.1%	$214,512	0.0%	$58.89	26
2024-Q3	Decreased	3,064	-5.7%	$187,027	0.0%	$58.67	0
2024-Q2	Unchanged	3,250	0.0%	$179,498	0.0%	$53.02	0
2024-Q1	Increased	3,250	+4.0%	$183,300	0.0%	$53.84	24
2023-Q4	Unchanged	3,126	0.0%	$166,241	0.0%	$50.47	0
2023-Q3	Decreased	3,126	-1.6%	$153,705	0.0%	$46.45	0
2023-Q2	Unchanged	3,176	0.0%	$164,358	0.0%	$48.48	0
2023-Q1	Decreased	3,176	-0.9%	$166,422	0.0%	$48.27	0
2022-Q4	Decreased	3,206	-2.6%	$171,489	0.0%	$49.55	0
2022-Q3	Increased	3,291	+23.2%	$158,000	0.0%	$44.62	27
2022-Q2	Decreased	2,672	-1.5%	$137,000	0.0%	$47.13	0
2022-Q1	Decreased	2,712	-44.1%	$151,000	0.0%	$51.31	0
2021-Q4	Increased	4,852	+2.5%	$284,000	0.0%	$52.90	24
2021-Q3	Decreased	4,733	-2.4%	$249,000	0.0%	$48.26	0
2021-Q2	Increased	4,848	+0.7%	$259,000	0.0%	$48.32	23
2021-Q1	Decreased	4,814	-73.6%	$126.2M	0.0%	$47.37	0
2020-Q4	Decreased	18,213	-17.8%	$876,000	0.0%	$43.07	0
2020-Q3	Decreased	22,161	-49.4%	$923,000	0.0%	$37.30	0
2020-Q2	Increased	43,802	+12.0%	$1.8M	0.1%	$36.69	29
2020-Q1	Increased	39,102	+3.8%	$1.6M	0.1%	$35.99	27
2019-Q4	Increased	37,678	+1.9%	$2M	0.1%	$47.32	26
2019-Q3	Increased	36,989	+1.9%	$1.9M	0.1%	$45.93	26
2019-Q2	New	36,295	-	$1.9M	0.1%	$44.66	36

XMLV29 quarters

XMLV
29 quarters