WELCH & FORBES LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PFM and the CUSIP is 46137V506. A total of 116 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
WELCH & FORBES LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$225,682
-4.4%
6,1780.0%0.00%0.0%
Q2 2023$236,185
+4.5%
6,1780.0%0.00%0.0%
Q1 2023$226,116
+0.2%
6,1780.0%0.00%0.0%
Q4 2022$225,621
+12.8%
6,1780.0%0.00%0.0%
Q3 2022$200,000
-6.1%
6,1780.0%0.00%0.0%
Q2 2022$213,000
-10.1%
6,1780.0%0.00%0.0%
Q1 2022$237,000
-8.1%
6,178
-4.6%
0.00%0.0%
Q4 2021$258,000
+10.7%
6,4780.0%0.00%0.0%
Q3 2021$233,000
-0.9%
6,4780.0%0.00%0.0%
Q2 2021$235,000
-4.5%
6,478
-8.8%
0.00%
-20.0%
Q1 2021$246,000
+2.9%
7,103
-2.5%
0.01%0.0%
Q4 2020$239,000
+8.1%
7,2830.0%0.01%0.0%
Q3 2020$221,000
+6.2%
7,283
+7.7%
0.01%0.0%
Q4 2019$208,000
+4.0%
6,7600.0%0.01%0.0%
Q3 2019$200,0006,7600.01%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q1 2022
NameSharesValueWeighting ↓
Atlas Private Wealth Advisors 937,671$34,253,0766.48%
Flaharty Asset Management, LLC 749,064$27,363,3164.58%
Capital Advisory Group Advisory Services, LLC 49,357$1,803,0111.02%
EUDAIMONIA ADVISORS LLC 39,166$1,430,7341.00%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 423,799$15,481,3940.54%
Golden State Equity Partners 48,115$1,757,6410.49%
Bond & Devick Financial Network, Inc. 13,020$475,6210.31%
Institute for Wealth Management, LLC. 40,610$1,483,4730.27%
Aspire Wealth Management Corp 8,504$310,6370.24%
StrategIQ Financial Group, LLC 54,269$1,982,4570.23%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders