INVESCO EXCHANGE TRADED FD T's ticker is PYZ and the CUSIP is 46137V704.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,943 | -6.7% | 75,665 | +1.8% | 0.02% | 0.0% |
| Q2 2023 | $6,373 | +14.2% | 74,332 | +13.3% | 0.02% | -4.3% |
| Q1 2023 | $5,580 | +19.8% | 65,634 | +11.4% | 0.02% | +27.8% |
| Q4 2022 | $4,656 | -98.3% | 58,895 | +1380.5% | 0.02% | +1700.0% |
| Q3 2022 | $278,000 | -94.5% | 3,978 | -94.3% | 0.00% | -95.7% |
| Q2 2022 | $5,049,000 | -15.7% | 69,375 | +14.4% | 0.02% | -11.5% |
| Q1 2022 | $5,992,000 | +16.0% | 60,668 | -0.4% | 0.03% | +18.2% |
| Q3 2021 | $5,164,000 | -1.6% | 60,931 | +2.1% | 0.02% | -4.3% |
| Q2 2021 | $5,250,000 | +31.4% | 59,662 | +24.1% | 0.02% | +21.1% |
| Q1 2021 | $3,994,000 | +98.3% | 48,093 | +70.9% | 0.02% | +90.0% |
| Q4 2020 | $2,014,000 | – | 28,138 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONCENTRIC WEALTH MANAGEMENT, LLC | 26,300 | $1,656,000 | 0.71% |
| PACIFIC SUN FINANCIAL CORP | 7,950 | $500,000 | 0.44% |
| PDS Planning, Inc | 4,834 | $304,000 | 0.19% |
| HORIZON BANCORP INC /IN/ | 2,152 | $135,000 | 0.13% |
| SignalPoint Asset Management, LLC | 3,762 | $237,000 | 0.10% |
| Maltin Wealth Management, Inc. | 1,653 | $104,000 | 0.07% |
| BELLEVUE ASSET MANAGEMENT, LLC | 1,180 | $74,000 | 0.06% |
| AVANTAX ADVISORY SERVICES, INC. | 11,389 | $717,000 | 0.02% |
| LifePlan Financial Group, Inc | 615 | $39,000 | 0.02% |
| Geneos Wealth Management Inc. | 4,150 | $259,000 | 0.01% |