Steward Partners Investment Advisory, LLC Invesco Exchange Traded Fd Tr Transaction History

Steward Partners Investment Advisory, LLC

$10.9 Billion
Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,536 shares of PWV stock, worth $96,399. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,536

Previous 1,631 5.82%

Holding current value

$96,399

Previous $92,000 1.09%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$56.58 - $60.89 $5,375 - $5,784	-95 Reduced 5.82%	1,536 $91,000
Q3 2024 Nov 14, 2024	SELL	$54.33 - $59.01 $19,939 - $21,656	-367 Reduced 18.37%	1,631 $95,000
Q4 2022 Feb 15, 2023	SELL	$42.18 - $49.21 $1,138 - $1,328	-27 Reduced 1.33%	1,998 $94,000
Q1 2022 May 02, 2022	SELL	$46.43 - $50.64 $2,971 - $3,240	-64 Reduced 3.06%	2,025 $99,000
Q3 2021 Nov 12, 2021	SELL	$42.97 - $45.96 $6,101 - $6,526	-142 Reduced 6.36%	2,089 $93,000
Q2 2021 Aug 13, 2021	SELL	$42.85 - $46.04 $12,855 - $13,812	-300 Reduced 11.85%	2,231 $99,000
Q1 2021 May 14, 2021	BUY	$38.09 - $43.0 $13,864 - $15,652	364 Added 16.8%	2,531 $107,000
Q3 2020 Oct 30, 2020	BUY	$32.75 - $35.61 $11,757 - $12,783	359 Added 19.86%	2,167 $74,000
Q2 2020 Aug 06, 2020	BUY	$28.67 - $37.21 $10,120 - $13,135	353 Added 24.26%	1,808 $61,000
Q1 2020 Apr 29, 2020	SELL	$25.96 - $42.08 $9,735 - $15,780	-375 Reduced 20.49%	1,455 $43,000
Q3 2019 Oct 30, 2019	BUY	$35.64 - $39.1 $13,365 - $14,662	375 Added 25.77%	1,830 $70,000
Q2 2019 Jul 25, 2019	BUY	$34.47 - $36.99 $50,153 - $53,820	1,455 New	1,455 $53,000
Q4 2018 Jan 15, 2019	SELL	$30.83 - $37.53 $62,831 - $76,486	-2,038 Closed	0 $0
Q2 2018 Jul 20, 2018	BUY	$35.27 - $37.26 $71,880 - $75,935	2,038 New	2,038 $73,000

Others Institutions Holding PWV

# of Institutions

172

Shares Held

12M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PWV
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Steward Partners Investment Advisory, LLC Invesco Exchange Traded Fd Tr Transaction History