OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PHO and the CUSIP is 46137V142. A total of 294 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$537,331
-20.1%
10,104
-15.3%
0.04%
-16.7%
Q2 2023$672,676
-1.4%
11,929
-6.7%
0.05%
-4.0%
Q1 2023$682,026
-27.6%
12,784
-30.0%
0.05%
-32.4%
Q4 2022$941,584
+12.1%
18,269
-0.5%
0.07%
+5.7%
Q3 2022$840,000
-3.0%
18,369
-2.0%
0.07%
+6.1%
Q2 2022$866,000
-26.3%
18,744
-15.4%
0.07%
-24.1%
Q1 2022$1,175,000
-15.2%
22,169
-2.6%
0.09%
-13.9%
Q4 2021$1,385,000
+6.3%
22,772
-4.4%
0.10%
-3.8%
Q3 2021$1,303,000
-7.9%
23,808
-10.0%
0.10%
-9.5%
Q2 2021$1,415,000
+3.3%
26,447
-4.6%
0.12%
-7.2%
Q1 2021$1,370,00027,7250.12%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q1 2022
NameSharesValueWeighting ↓
Polianta Ltd 221,600$12,125,0005.62%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 159,418$8,723,0001.82%
TAP Consulting, LLC 109,440$5,989,0001.61%
BECK CAPITAL MANAGEMENT, LLC 86,994$4,760,0001.60%
FundX Investment Group, LLC 57,514$3,147,0001.49%
Brendel Financial Advisors LLC 22,278$1,219,0001.45%
Hamilton Wealth, LLC 51,540$2,820,0001.30%
Raab & Moskowitz Asset Management LLC 60,293$3,299,0001.19%
Verity Asset Management, Inc. 26,696$1,461,0000.95%
MD Financial Management Inc. 645,556$35,325,0000.90%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders