INVESCO EXCHANGE TRADED FD T's ticker is PEY and the CUSIP is 46137V563.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $275,185 | -0.2% | 14,340 | 0.0% | 0.05% | +4.2% |
Q2 2023 | $275,615 | -11.0% | 14,340 | -7.7% | 0.05% | -17.2% |
Q1 2023 | $309,557 | -3.7% | 15,540 | 0.0% | 0.06% | -7.9% |
Q4 2022 | $321,523 | +11.3% | 15,540 | 0.0% | 0.06% | +3.3% |
Q3 2022 | $289,000 | -3.3% | 15,540 | +6.9% | 0.06% | +5.2% |
Q2 2022 | $299,000 | -5.7% | 14,540 | 0.0% | 0.06% | +9.4% |
Q1 2022 | $317,000 | +3.6% | 14,540 | 0.0% | 0.05% | +3.9% |
Q4 2021 | $306,000 | -0.6% | 14,540 | -6.4% | 0.05% | -3.8% |
Q3 2021 | $308,000 | -4.0% | 15,540 | 0.0% | 0.05% | -7.0% |
Q2 2021 | $321,000 | -1.2% | 15,540 | -3.1% | 0.06% | -5.0% |
Q1 2021 | $325,000 | +22.2% | 16,040 | +4.9% | 0.06% | +11.1% |
Q4 2020 | $266,000 | +15.7% | 15,290 | -4.7% | 0.05% | -1.8% |
Q3 2020 | $230,000 | -0.4% | 16,040 | 0.0% | 0.06% | -8.3% |
Q2 2020 | $231,000 | +4.1% | 16,040 | -6.4% | 0.06% | -17.8% |
Q1 2020 | $222,000 | -36.2% | 17,130 | -6.5% | 0.07% | -18.0% |
Q4 2019 | $348,000 | +3.6% | 18,330 | 0.0% | 0.09% | -7.3% |
Q3 2019 | $336,000 | +0.9% | 18,330 | 0.0% | 0.10% | 0.0% |
Q2 2019 | $333,000 | +17.7% | 18,330 | +15.8% | 0.10% | +18.5% |
Q1 2019 | $283,000 | +12.7% | 15,830 | 0.0% | 0.08% | 0.0% |
Q4 2018 | $251,000 | -12.2% | 15,830 | -0.6% | 0.08% | +5.2% |
Q3 2018 | $286,000 | -4.0% | 15,930 | -5.9% | 0.08% | -8.3% |
Q2 2018 | $298,000 | – | 16,930 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Eagle Strategies LLC | 667,170 | $13,290,029 | 3.32% |
AlphaCore Capital LLC | 579,477 | $11,543,190 | 3.06% |
Laurel Wealth Planning LLC | 190,636 | $3,797 | 2.52% |
Provident Wealth Management, LLC | 168,652 | $3,359,548 | 1.72% |
ICA Group Wealth Management, LLC | 343,558 | $6,843,663 | 1.63% |
Capital Advisory Group Advisory Services, LLC | 128,168 | $2,553,107 | 1.54% |
Salomon & Ludwin, LLC | 606,262 | $12,076,730 | 1.44% |
Investors Research Corp | 237,655 | $4,734,088 | 1.23% |
Ahrens Investment Partners LLC | 109,989 | $2,190,971 | 1.09% |
CALTON & ASSOCIATES, INC. | 84,672 | $1,686,662 | 0.78% |