Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 28,393 shares of XT (ISHARES TR).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's XT position is worth $2.3M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their XT position (+8.6% change in shares).

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	28,393	+8.6%	$2.3M	0.0%	$82.63	28
2026-Q1	Increased	26,144	+1405.1%	$1.8M	0.0%	$70.50	42
2025-Q4	Unchanged	1,737	0.0%	$121,138	0.0%	$70.32	0
2025-Q3	Unchanged	1,737	0.0%	$124,961	0.0%	$66.26	0
2025-Q2	Increased	1,737	+5.0%	$113,339	0.0%	$60.36	23
2025-Q1	Increased	1,655	+110.0%	$95,262	0.0%	$53.63	35
2024-Q4	Decreased	788	-8.3%	$47,012	0.0%	$55.47	0
2024-Q3	Unchanged	859	0.0%	$52,296	0.0%	$56.22	0
2024-Q2	Unchanged	859	0.0%	$50,535	0.0%	$54.25	0
2024-Q1	Decreased	859	-11.6%	$51,214	0.0%	$54.84	0
2023-Q4	Unchanged	972	0.0%	$58,194	0.0%	$55.07	0
2023-Q3	Decreased	972	-14.4%	$50,748	0.0%	$47.93	0
2023-Q2	Increased	1,135	+48.2%	$63,106	0.0%	$50.35	29
2023-Q1	Increased	766	+114.6%	$40,368	0.0%	$47.44	32
2022-Q4	Decreased	357	-57.3%	$16,900	0.0%	$43.35	0
2022-Q3	Unchanged	836	0.0%	$37,000	0.0%	$41.10	0
2022-Q2	Unchanged	836	0.0%	$40,000	0.0%	$44.14	0
2022-Q1	Decreased	836	-38.8%	$49,000	0.0%	$54.20	0
2021-Q4	Increased	1,365	+15.2%	$90,000	0.0%	$60.44	25
2021-Q3	Decreased	1,185	-9.9%	$74,000	0.0%	$56.95	0
2021-Q2	Decreased	1,316	-86.2%	$83,000	0.0%	$57.49	0
2021-Q1	Decreased	9,522	-67.0%	$282.2M	0.0%	$52.93	0
2020-Q4	Decreased	28,812	-0.9%	$1.6M	0.0%	$51.61	0
2020-Q3	Decreased	29,067	-2.4%	$1.4M	0.0%	$43.51	0
2020-Q2	Increased	29,790	+24.6%	$1.3M	0.0%	$39.54	31
2020-Q1	Increased	23,913	+0.2%	$851,000	0.0%	$32.16	25
2019-Q4	Increased	23,862	+25.6%	$1M	0.0%	$38.03	31
2019-Q3	Increased	19,005	+28.2%	$734,000	0.0%	$34.10	31
2019-Q2	New	14,820	-	$571,000	0.0%	$34.20	34

XT29 quarters

XT
29 quarters