Steward Partners Investment Advisory, LLC Invesco S&P Smallcap Financial Transaction History

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Invesco S&P Smallcap Financial stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 366 shares of PSCF stock, worth $19,979. This represents 0.0% of its overall portfolio holdings.

Number of Shares
366
Previous 275 33.09%
Holding current value
$19,979
Previous $15,000 26.67%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$51.29 - $57.57 $4,667 - $5,238
91 Added 33.09%
366 $19,000
Q3 2024

Nov 14, 2024
SELL
$47.17 - $56.77 $2,358 - $2,838
-50 Reduced 15.38%
275 $15,000
Q4 2023

Feb 12, 2024
BUY
$38.48 - $50.04 $10,582 - $13,761
275 Added 550.0%
325 $15,000
Q2 2021

Aug 13, 2021
SELL
$55.9 - $61.09 $5,590 - $6,109
-100 Reduced 66.67%
50 $3,000
Q1 2021

May 14, 2021
SELL
$48.09 - $60.61 $1,202 - $1,515
-25 Reduced 14.29%
150 $8,000
Q3 2020

Oct 30, 2020
BUY
$35.61 - $42.07 $3,204 - $3,786
90 Added 105.88%
175 $7,000
Q2 2020

Aug 06, 2020
SELL
$31.57 - $45.05 $2,399 - $3,423
-76 Reduced 47.2%
85 $3,000
Q1 2020

Apr 29, 2020
SELL
$30.32 - $57.06 $49,785 - $93,692
-1,642 Reduced 91.07%
161 $5,000
Q4 2019

Jan 17, 2020
BUY
$52.69 - $57.94 $41,256 - $45,367
783 Added 76.76%
1,803 $101,000
Q3 2019

Oct 30, 2019
SELL
$51.48 - $55.3 $16,473 - $17,696
-320 Reduced 23.88%
1,020 $55,000
Q2 2019

Jul 25, 2019
BUY
$52.09 - $55.84 $69,800 - $74,825
1,340 New
1,340 $72,000
Q4 2018

Jan 15, 2019
SELL
$46.25 - $56.75 $115,625 - $141,875
-2,500 Closed
0 $0
Q3 2018

Oct 23, 2018
BUY
$56.78 - $60.46 $141,950 - $151,150
2,500 New
2,500 $143,000

Others Institutions Holding PSCF

# of Institutions
23
Shares Held
138K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP FINANCIAL

PSCF Quotes by TradingView
  • Ticker PSCF
  • Sector ETFs
  • Industry ETFs
More about PSCF
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email