INVESCO EXCHANGE TRADED FD T's ticker is PFM and the CUSIP is 46137V506.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,883,231 | -2.9% | 51,553 | +1.7% | 0.03% | -3.6% |
| Q2 2023 | $1,938,720 | +34.9% | 50,712 | +29.2% | 0.03% | +21.7% |
| Q1 2023 | $1,436,733 | +120.5% | 39,255 | +120.0% | 0.02% | +109.1% |
| Q4 2022 | $651,626 | -3.0% | 17,843 | -14.1% | 0.01% | -15.4% |
| Q3 2022 | $672,000 | -19.0% | 20,770 | -13.6% | 0.01% | -18.8% |
| Q2 2022 | $830,000 | -30.7% | 24,052 | -22.7% | 0.02% | -20.0% |
| Q1 2022 | $1,197,000 | -15.7% | 31,129 | -12.9% | 0.02% | -9.1% |
| Q4 2021 | $1,420,000 | +103.7% | 35,731 | +84.4% | 0.02% | +83.3% |
| Q3 2021 | $697,000 | +13.5% | 19,380 | +14.5% | 0.01% | +9.1% |
| Q2 2021 | $614,000 | -8.2% | 16,927 | -12.5% | 0.01% | -21.4% |
| Q1 2021 | $669,000 | +5.7% | 19,343 | +0.5% | 0.01% | 0.0% |
| Q4 2020 | $633,000 | +17.0% | 19,246 | +7.7% | 0.01% | 0.0% |
| Q3 2020 | $541,000 | +24.4% | 17,871 | +15.8% | 0.01% | +7.7% |
| Q2 2020 | $435,000 | – | 15,428 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Private Wealth Advisors | 337,438 | $12,323,224 | 6.56% |
| Flaharty Asset Management, LLC | 669,341 | $24,444,344 | 4.58% |
| Capital Advisory Group Advisory Services, LLC | 48,722 | $1,779,327 | 1.21% |
| EUDAIMONIA ADVISORS LLC | 37,980 | $1,387,030 | 0.94% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 399,765 | $14,599,430 | 0.55% |
| Bond & Devick Financial Network, Inc. | 13,020 | $475,490 | 0.34% |
| Institute for Wealth Management, LLC. | 40,725 | $1,487,266 | 0.31% |
| Aspire Wealth Management Corp | 8,456 | $308,801 | 0.27% |
| Strategies Wealth Advisors, LLC | 24,327 | $888,418 | 0.22% |
| StrategIQ Financial Group, LLC | 48,971 | $1,788,431 | 0.21% |