INVESCO EXCHANGE TRADED FD T's ticker is PSL and the CUSIP is 46137V886.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $341,298 | -3.9% | 4,090 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $355,012 | +0.8% | 4,090 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $352,205 | +4.2% | 4,090 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $338,079 | +10.5% | 4,090 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $306,000 | -4.7% | 4,090 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $321,000 | -9.6% | 4,090 | -1.2% | 0.01% | 0.0% |
| Q1 2022 | $355,000 | -13.6% | 4,140 | -8.0% | 0.01% | 0.0% |
| Q4 2021 | $411,000 | +4.6% | 4,500 | +2.5% | 0.01% | -14.3% |
| Q3 2021 | $393,000 | -5.5% | 4,390 | -1.2% | 0.01% | 0.0% |
| Q2 2021 | $416,000 | +1.0% | 4,445 | 0.0% | 0.01% | -22.2% |
| Q1 2021 | $412,000 | +7.0% | 4,445 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $385,000 | +16.7% | 4,445 | +2.1% | 0.01% | 0.0% |
| Q3 2020 | $330,000 | +14.6% | 4,353 | -1.7% | 0.01% | +12.5% |
| Q2 2020 | $288,000 | +15.7% | 4,428 | 0.0% | 0.01% | -11.1% |
| Q1 2020 | $249,000 | – | 4,428 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WealthBridge Capital Management, LLC | 9,211 | $518,000 | 0.36% |
| PACIFIC SUN FINANCIAL CORP | 5,413 | $305,000 | 0.35% |
| Selective Wealth Management, Inc. | 3,228 | $182,000 | 0.28% |
| Cetera Advisors LLC | 75,764 | $4,264,000 | 0.23% |
| SignalPoint Asset Management, LLC | 5,828 | $328,000 | 0.17% |
| MURPHY CAPITAL MANAGEMENT INC | 9,005 | $506,000 | 0.10% |
| LINCOLN NATIONAL CORP | 38,338 | $2,158,000 | 0.08% |
| Tower Research Capital LLC (TRC) | 21,626 | $1,217,000 | 0.07% |
| BELLEVUE ASSET MANAGEMENT, LLC | 1,139 | $70,000 | 0.07% |
| Belpointe Asset Management LLC | 7,125 | $401,000 | 0.07% |