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

INVESCO EXCHANGE TRADED FD T's ticker is PDP and the CUSIP is 46137V837. A total of 179 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.

Quarter-by-quarter ownership
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$3,408,397
-5.4%
44,271
-0.4%
0.25%
-3.1%
Q2 2023$3,601,431
+2.3%
44,446
-4.1%
0.26%
+0.8%
Q1 2023$3,521,335
+4.0%
46,352
-2.7%
0.26%
-3.0%
Q4 2022$3,386,360
+4.6%
47,662
-0.5%
0.27%
-1.8%
Q3 2022$3,237,000
-0.8%
47,8970.0%0.27%
+8.4%
Q2 2022$3,262,000
-16.7%
47,897
-0.9%
0.25%
-13.5%
Q1 2022$3,917,000
-18.3%
48,352
-4.7%
0.29%
-17.4%
Q4 2021$4,796,000
+1.8%
50,737
-3.7%
0.35%
-7.7%
Q3 2021$4,713,000
-4.0%
52,687
-3.8%
0.38%
-6.2%
Q2 2021$4,910,000
+0.9%
54,787
-4.2%
0.40%
-8.8%
Q1 2021$4,866,000
-5.0%
57,164
-2.1%
0.44%
-29.2%
Q4 2020$5,122,000
+5.3%
58,369
-8.2%
0.63%
-36.0%
Q3 2020$4,862,000
-24.5%
63,599
-33.5%
0.98%
-29.1%
Q2 2020$6,444,000
+18.8%
95,670
-4.8%
1.38%
-2.4%
Q1 2020$5,425,000
-16.7%
100,537
-0.6%
1.41%
+7.2%
Q4 2019$6,512,000
+4.5%
101,177
-1.1%
1.32%
+5.4%
Q3 2019$6,231,000
-6.8%
102,313
-7.7%
1.25%
-2.2%
Q2 2019$6,685,000
+2.4%
110,827
-3.8%
1.28%
+0.3%
Q1 2019$6,529,000
+14.3%
115,189
-2.2%
1.28%
+49.3%
Q4 2018$5,710,000
-20.4%
117,807
-2.1%
0.85%
-6.9%
Q3 2018$7,173,000
+4.0%
120,377
-3.4%
0.92%
-2.4%
Q2 2018$6,896,000124,6100.94%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q1 2022
NameSharesValueWeighting ↓
Milestone Advisory Partners 65,106$4,946,1034.56%
Gateway Advisory, LLC 181,866$13,8163.08%
Strid Group, LLC 127,085$9,654,6472.13%
Forefront Analytics, LLC 36,919$2,804,7261.45%
MTM Investment Management, LLC 32,966$2,504,4271.29%
NewSquare Capital LLC 118,797$9,025,0081.07%
G&S Capital LLC 31,269$2,375,5111.05%
Cyndeo Wealth Partners, LLC 123,947$9,416,2611.02%
MorganRosel Wealth Management, LLC 25,983$1,973,9290.84%
Sovereign Financial Group, Inc. 28,112$2,135,7070.79%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders