INVESCO EXCHANGE TRADED FD T's ticker is PEY and the CUSIP is 46137V563.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,188,571 | +10.3% | 61,937 | +10.5% | 0.02% | +13.3% |
Q2 2023 | $1,077,185 | +20.9% | 56,045 | +25.3% | 0.02% | +7.1% |
Q1 2023 | $890,962 | -10.6% | 44,727 | -7.1% | 0.01% | -17.6% |
Q4 2022 | $996,327 | -33.2% | 48,155 | -39.9% | 0.02% | -41.4% |
Q3 2022 | $1,491,000 | -9.0% | 80,185 | +0.5% | 0.03% | -6.5% |
Q2 2022 | $1,639,000 | +3.0% | 79,751 | +9.3% | 0.03% | +19.2% |
Q1 2022 | $1,592,000 | +5.1% | 72,940 | +1.4% | 0.03% | +8.3% |
Q4 2021 | $1,515,000 | +14.9% | 71,934 | +8.1% | 0.02% | +9.1% |
Q3 2021 | $1,318,000 | – | 66,556 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Salomon & Ludwin, LLC | 760,046 | $10,914,000 | 2.27% |
Provident Wealth Management, LLC | 124,984 | $1,795,000 | 2.08% |
Capital Advisory Group Advisory Services, LLC | 110,216 | $1,583,000 | 0.82% |
Capital Advisors, Ltd. LLC | 210,404 | $3,021,000 | 0.75% |
Investors Research Corp | 77,190 | $1,108,000 | 0.54% |
GOODWIN DANIEL L | 45,000 | $643,000 | 0.45% |
Ahrens Investment Partners LLC | 45,723 | $657,000 | 0.44% |
AFT, FORSYTH & COMPANY, INC. | 34,961 | $502,000 | 0.37% |
AlphaCore Capital LLC | 28,497 | $409,000 | 0.37% |
Brick & Kyle, Associates | 36,632 | $519,000 | 0.36% |