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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in INVESCO EXCHANGE TRADED FD T

Steward Partners Investment Advisory, LLC holds 971 shares of XSVM (INVESCO EXCHANGE TRADED FD T), worth $67,598 as of 2026-Q2. The position was decreased (-1.7% shares). XSVM represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$67,598

Current Shares

971

Total Value Change

+$40,378

Total Shares Change

+476

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
971
-1.7%
$67,5980.0%$69.59
0
2026-Q1
Increased
988
+0.6%
$59,5600.0%$61.56
21
2025-Q4
Increased
982
+94.8%
$56,1150.0%$57.67
33
2025-Q3
Increased
504
+8.6%
$28,4560.0%$56.14
21
2025-Q2
Decreased
464
-6.3%
$24,1230.0%$51.50
0
2025-Q1
Unchanged
495
0.0%
$24,8490.0%$49.20
0
2024-Q4
Unchanged
495
0.0%
$26,9680.0%$52.83
0
2024-Q3
Increased
495
+9.8%
$27,2200.0%$53.19
21

Other major holders of XSVM: LPL Financial LLC

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