INVESCO EXCHANGE TRADED FD T's ticker is PFM and the CUSIP is 46137V506.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,928,000 | -6.2% | 244,378 | -1.9% | 0.00% | 0.0% |
Q2 2023 | $9,520,000 | +2.6% | 248,996 | -1.8% | 0.00% | -33.3% |
Q1 2023 | $9,279,000 | -2.4% | 253,529 | -2.6% | 0.00% | 0.0% |
Q4 2022 | $9,508,000 | +13.2% | 260,354 | +0.3% | 0.00% | 0.0% |
Q3 2022 | $8,398,000 | -8.4% | 259,694 | -2.3% | 0.00% | 0.0% |
Q2 2022 | $9,168,000 | -14.3% | 265,675 | -4.5% | 0.00% | 0.0% |
Q1 2022 | $10,694,000 | -4.7% | 278,118 | -1.5% | 0.00% | 0.0% |
Q4 2021 | $11,220,000 | +10.5% | 282,386 | -0.0% | 0.00% | 0.0% |
Q3 2021 | $10,155,000 | +0.1% | 282,401 | +0.9% | 0.00% | 0.0% |
Q2 2021 | $10,147,000 | -1.0% | 279,783 | -5.6% | 0.00% | 0.0% |
Q1 2021 | $10,249,000 | -5.1% | 296,296 | -9.8% | 0.00% | 0.0% |
Q4 2020 | $10,802,000 | -2.7% | 328,517 | -10.4% | 0.00% | -25.0% |
Q3 2020 | $11,102,000 | +8.2% | 366,753 | +0.7% | 0.00% | 0.0% |
Q2 2020 | $10,264,000 | +7.6% | 364,045 | -5.9% | 0.00% | -20.0% |
Q1 2020 | $9,538,000 | -18.9% | 386,854 | +1.1% | 0.01% | +25.0% |
Q4 2019 | $11,754,000 | +10.8% | 382,728 | +6.7% | 0.00% | 0.0% |
Q3 2019 | $10,606,000 | +2.9% | 358,795 | -0.2% | 0.00% | 0.0% |
Q2 2019 | $10,312,000 | -9.6% | 359,585 | -12.8% | 0.00% | -20.0% |
Q1 2019 | $11,404,000 | +22.8% | 412,278 | +9.6% | 0.01% | +25.0% |
Q4 2018 | $9,287,000 | -18.7% | 376,018 | -9.3% | 0.00% | -20.0% |
Q3 2018 | $11,419,000 | +5.8% | 414,781 | -1.4% | 0.01% | 0.0% |
Q2 2018 | $10,798,000 | – | 420,629 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Atlas Private Wealth Advisors | 937,671 | $34,253,076 | 6.48% |
Flaharty Asset Management, LLC | 749,064 | $27,363,316 | 4.58% |
Capital Advisory Group Advisory Services, LLC | 49,357 | $1,803,011 | 1.02% |
EUDAIMONIA ADVISORS LLC | 39,166 | $1,430,734 | 1.00% |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 423,799 | $15,481,394 | 0.54% |
Golden State Equity Partners | 48,115 | $1,757,641 | 0.49% |
Bond & Devick Financial Network, Inc. | 13,020 | $475,621 | 0.31% |
Institute for Wealth Management, LLC. | 40,610 | $1,483,473 | 0.27% |
Aspire Wealth Management Corp | 8,504 | $310,637 | 0.24% |
StrategIQ Financial Group, LLC | 54,269 | $1,982,457 | 0.23% |