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 ↓ |
|---|---|---|---|
| Ahrens Investment Partners LLC | 967,280 | $17,353,000 | 6.52% |
| RPg Family Wealth Advisory, LLC | 218,469 | $3,919,343,000 | 2.95% |
| Merriman Wealth Management, LLC | 422,395 | $7,578,000 | 1.62% |
| Sequoia Wealth Management, LLC | 87,759 | $1,579,000 | 1.36% |
| Capital Advisors, Ltd. LLC | 264,072 | $4,737,000 | 1.34% |
| AFT, FORSYTH & COMPANY, INC. | 42,180 | $757,000 | 0.63% |
| Madrona Financial Services, LLC | 44,695 | $802,000 | 0.61% |
| B. Riley Wealth Management, Inc. | 89,089 | $1,598,000 | 0.39% |
| Claraphi Advisory Network, LLC | 31,339 | $562,000 | 0.31% |
| Clearwater Capital Advisors, LLC | 80,032 | $1,436,000 | 0.28% |