INVESCO EXCHANGE TRADED FD T's ticker is PPA and the CUSIP is 46137V100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,733,000 | -6.1% | 172,091 | -0.6% | 0.00% | 0.0% |
| Q2 2023 | $14,629,000 | +8.7% | 173,201 | +3.7% | 0.00% | 0.0% |
| Q1 2023 | $13,452,000 | -8.6% | 166,994 | -11.0% | 0.00% | 0.0% |
| Q4 2022 | $14,718,000 | +243.6% | 187,729 | +182.8% | 0.00% | +300.0% |
| Q3 2022 | $4,283,000 | +1.7% | 66,382 | +10.5% | 0.00% | 0.0% |
| Q2 2022 | $4,210,000 | -72.4% | 60,064 | -69.2% | 0.00% | -75.0% |
| Q1 2022 | $15,260,000 | +4.7% | 194,852 | -3.4% | 0.00% | +33.3% |
| Q4 2021 | $14,578,000 | +2.3% | 201,764 | +1.8% | 0.00% | -25.0% |
| Q3 2021 | $14,246,000 | -5.0% | 198,130 | -0.7% | 0.00% | 0.0% |
| Q2 2021 | $14,994,000 | -8.2% | 199,529 | -11.2% | 0.00% | -20.0% |
| Q1 2021 | $16,333,000 | +10.7% | 224,581 | +3.3% | 0.01% | +25.0% |
| Q4 2020 | $14,750,000 | +18.4% | 217,339 | -2.7% | 0.00% | 0.0% |
| Q3 2020 | $12,453,000 | -9.1% | 223,454 | -9.6% | 0.00% | -20.0% |
| Q2 2020 | $13,693,000 | +42.2% | 247,203 | +28.1% | 0.01% | 0.0% |
| Q1 2020 | $9,627,000 | -34.4% | 193,040 | -10.1% | 0.01% | 0.0% |
| Q4 2019 | $14,679,000 | +5.0% | 214,711 | +4.0% | 0.01% | -16.7% |
| Q3 2019 | $13,982,000 | +4.9% | 206,519 | +0.6% | 0.01% | +20.0% |
| Q2 2019 | $13,332,000 | -0.9% | 205,308 | -11.5% | 0.01% | -16.7% |
| Q1 2019 | $13,449,000 | +30.8% | 232,020 | +11.6% | 0.01% | +20.0% |
| Q4 2018 | $10,281,000 | -24.6% | 207,891 | -6.2% | 0.01% | -16.7% |
| Q3 2018 | $13,642,000 | +17.1% | 221,750 | +4.6% | 0.01% | +20.0% |
| Q2 2018 | $11,647,000 | – | 212,059 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 138,501 | $10,073,000 | 6.38% |
| SageGuard Financial Group, LLC | 148,068 | $10,768,000 | 5.01% |
| Diversified, LLC | 57,182 | $4,159,000 | 3.20% |
| Hollow Brook Wealth Management LLC | 50,459 | $3,670,000 | 2.41% |
| Karp Capital Management Corp | 73,283 | $5,330,000 | 0.96% |
| WEALTH ADVISORS, INC. | 19,775 | $1,455,000 | 0.58% |
| ELCO Management Co., LLC | 6,000 | $436,000 | 0.40% |
| Ellis Investment Partners, LLC | 18,267 | $1,329,000 | 0.37% |
| BigSur Wealth Management LLC | 8,060 | $586,000 | 0.30% |
| Wealthstreet Investment Advisors, LLC | 36,158 | $2,630,000 | 0.26% |