INVESCO EXCHANGE TRADED FD T's ticker is PRFZ and the CUSIP is 46137V597. A total of 175 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2020. The put-call ratio across all filers is 0.98 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $465 | +23.0% | 14,100 | +540.9% | 0.00% | 0.0% |
| Q2 2023 | $378 | +20.8% | 2,200 | +15.8% | 0.00% | – |
| Q1 2023 | $313 | +9.8% | 1,900 | +5.6% | 0.00% | – |
| Q4 2022 | $285 | -100.0% | 1,800 | -59.1% | 0.00% | -100.0% |
| Q3 2022 | $641,000 | +19.4% | 4,400 | +25.7% | 0.00% | 0.0% |
| Q2 2022 | $537,000 | +17.5% | 3,500 | +40.0% | 0.00% | 0.0% |
| Q1 2022 | $457,000 | -4.0% | 2,500 | -7.4% | 0.00% | 0.0% |
| Q1 2021 | $476,000 | -9.8% | 2,700 | -22.9% | 0.00% | 0.0% |
| Q4 2020 | $528,000 | +23.1% | 3,500 | -27.1% | 0.00% | – |
| Q1 2020 | $429,000 | -54.0% | 4,800 | -41.5% | 0.00% | -100.0% |
| Q4 2018 | $932,000 | +142.7% | 8,200 | +203.7% | 0.00% | – |
| Q3 2018 | $384,000 | -10.9% | 2,700 | -12.9% | 0.00% | – |
| Q2 2018 | $431,000 | – | 3,100 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arbor Investment Advisors, LLC | 156,022 | $25,668,766 | 4.73% |
| Johnson & White Wealth Management, LLC | 27,289 | $4,490 | 4.00% |
| Three Bridge Wealth Advisors, LLC | 37,631 | $6,190,999 | 2.87% |
| Waverly Advisors, LLC | 301,770 | $49,647,139 | 2.59% |
| Arlington Financial Advisors, LLC | 39,227 | $6,453,665 | 2.49% |
| Sound Stewardship, LLC | 17,675 | $2,907,833 | 1.96% |
| Resource Planning Group | 10,225 | $1,682,165 | 1.37% |
| Callan Capital, LLC | 68,036 | $11,193,263 | 1.30% |
| Charles Schwab Investment Advisory, Inc. | 4,176,965 | $687,194,301 | 1.10% |
| Verum Partners LLC | 4,809 | $791,218 | 0.84% |