INVESCO EXCHANGE TRADED FD T's ticker is PSL and the CUSIP is 46137V886.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,004,000 | +69.3% | 12,028 | +76.1% | 0.00% | – |
| Q2 2023 | $593,000 | -63.0% | 6,831 | -63.3% | 0.00% | – |
| Q1 2023 | $1,603,000 | +6.2% | 18,625 | +1.9% | 0.00% | – |
| Q4 2022 | $1,510,000 | +25.1% | 18,269 | +13.2% | 0.00% | – |
| Q3 2022 | $1,207,000 | -53.1% | 16,139 | -50.7% | 0.00% | -100.0% |
| Q2 2022 | $2,573,000 | +87.9% | 32,767 | +104.9% | 0.00% | – |
| Q1 2022 | $1,369,000 | +235.5% | 15,992 | +259.1% | 0.00% | – |
| Q4 2021 | $408,000 | -10.5% | 4,453 | -12.7% | 0.00% | – |
| Q3 2021 | $456,000 | +18.4% | 5,099 | +23.8% | 0.00% | – |
| Q2 2021 | $385,000 | -15.2% | 4,118 | -15.9% | 0.00% | – |
| Q1 2021 | $454,000 | -24.7% | 4,897 | -29.6% | 0.00% | – |
| Q4 2020 | $603,000 | -75.1% | 6,956 | -78.2% | 0.00% | -100.0% |
| Q3 2020 | $2,425,000 | -21.2% | 31,935 | -32.5% | 0.00% | 0.0% |
| Q2 2020 | $3,076,000 | +40.7% | 47,324 | +21.9% | 0.00% | 0.0% |
| Q1 2020 | $2,186,000 | +248.6% | 38,837 | +358.8% | 0.00% | – |
| Q4 2019 | $627,000 | -0.5% | 8,465 | -3.2% | 0.00% | – |
| Q3 2019 | $630,000 | -55.5% | 8,746 | -55.6% | 0.00% | -100.0% |
| Q2 2019 | $1,416,000 | +327.8% | 19,694 | +322.9% | 0.00% | – |
| Q1 2019 | $331,000 | -30.2% | 4,657 | -36.0% | 0.00% | – |
| Q4 2018 | $474,000 | -13.5% | 7,272 | -4.7% | 0.00% | – |
| Q3 2018 | $548,000 | +0.7% | 7,632 | -0.7% | 0.00% | – |
| Q2 2018 | $544,000 | – | 7,686 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Selective Wealth Management, Inc. | 5,082 | $365,000 | 0.59% |
| WealthBridge Capital Management, LLC | 7,775 | $507,000 | 0.46% |
| Concorde Asset Management, LLC | 5,854 | $421,000 | 0.25% |
| PACIFIC SUN FINANCIAL CORP | 3,540 | $255,000 | 0.24% |
| SignalPoint Asset Management, LLC | 5,826 | $419,000 | 0.20% |
| VICUS CAPITAL | 18,866 | $1,357,000 | 0.19% |
| Advisor Group, Inc. | 198,174 | $14,253,000 | 0.11% |
| MURPHY CAPITAL MANAGEMENT INC | 9,625 | $692,000 | 0.10% |
| Kingsview Wealth Management, LLC | 5,300 | $381,000 | 0.06% |
| Geneos Wealth Management Inc. | 11,579 | $832,000 | 0.05% |