INVESCO EXCHANGE TRADED FD T's ticker is PWC and the CUSIP is 46137V712.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $153,000 | -33.2% | 4,161 | +110.5% | 0.00% | – |
Q2 2023 | $229,000 | +5.0% | 1,977 | 0.0% | 0.00% | – |
Q1 2023 | $218,000 | -25.9% | 1,977 | -30.0% | 0.00% | – |
Q4 2022 | $294,000 | +38.7% | 2,823 | +27.6% | 0.00% | – |
Q3 2022 | $212,000 | +1.4% | 2,212 | 0.0% | 0.00% | – |
Q2 2022 | $209,000 | -41.9% | 2,212 | -29.1% | 0.00% | – |
Q1 2022 | $360,000 | -19.6% | 3,122 | -12.4% | 0.00% | – |
Q4 2021 | $448,000 | -57.9% | 3,564 | -60.3% | 0.00% | – |
Q3 2021 | $1,065,000 | +12.3% | 8,980 | +15.8% | 0.00% | – |
Q2 2021 | $948,000 | -3.9% | 7,757 | -8.9% | 0.00% | – |
Q1 2021 | $986,000 | +83.6% | 8,519 | +68.2% | 0.00% | – |
Q4 2020 | $537,000 | -79.5% | 5,064 | -81.9% | 0.00% | -100.0% |
Q3 2020 | $2,624,000 | +55.1% | 28,029 | +46.4% | 0.00% | 0.0% |
Q2 2020 | $1,692,000 | -48.1% | 19,148 | -56.8% | 0.00% | -50.0% |
Q1 2020 | $3,257,000 | +125.9% | 44,312 | +203.9% | 0.00% | +100.0% |
Q4 2019 | $1,442,000 | -45.2% | 14,583 | -47.4% | 0.00% | 0.0% |
Q3 2019 | $2,631,000 | +60.9% | 27,725 | +66.3% | 0.00% | 0.0% |
Q2 2019 | $1,635,000 | -24.6% | 16,670 | -26.0% | 0.00% | 0.0% |
Q1 2019 | $2,169,000 | +59.4% | 22,540 | +45.7% | 0.00% | 0.0% |
Q4 2018 | $1,361,000 | +66.0% | 15,466 | +100.3% | 0.00% | – |
Q3 2018 | $820,000 | +7.3% | 7,720 | +1.8% | 0.00% | – |
Q2 2018 | $764,000 | – | 7,580 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Institute for Wealth Management, LLC. | 23,736 | $2,756,366 | 0.46% |
Ridgewood Investments LLC | 1,442 | $167,458 | 0.10% |
Hamilton Point Investment Advisors, LLC | 3,264 | $379,029 | 0.09% |
Disciplined Investments, LLC | 859 | $99,751 | 0.05% |
BELLEVUE ASSET MANAGEMENT, LLC | 640 | $74,319 | 0.05% |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 1,966 | $228,300 | 0.04% |
Family Asset Management, LLC | 250 | $29,031 | 0.02% |
Beacon Capital Management, LLC | 490 | $56,901 | 0.02% |
Rise Advisors, LLC | 127 | $14,768 | 0.01% |
Cambridge Investment Research Advisors, Inc. | 16,229 | $1,885 | 0.01% |