INVESCO EXCHANGE TRADED FD T's ticker is PFM and the CUSIP is 46137V506.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $15,481,394 | -2.2% | 423,799 | +2.3% | 0.54% | +2.5% |
Q2 2023 | $15,836,042 | +7.0% | 414,231 | +2.5% | 0.52% | +1.8% |
Q1 2023 | $14,794,036 | +1.3% | 404,209 | +1.1% | 0.51% | -7.2% |
Q4 2022 | $14,599,430 | +15.5% | 399,765 | +2.3% | 0.55% | +2.2% |
Q3 2022 | $12,637,000 | -2.0% | 390,750 | +4.6% | 0.54% | +0.2% |
Q2 2022 | $12,890,000 | +9.8% | 373,501 | +17.3% | 0.54% | +15.4% |
Q1 2022 | $11,739,000 | – | 318,472 | – | 0.47% | – |
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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% |