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 | 8,701 | $806,000 | 0.33% |
| Selective Wealth Management, Inc. | 2,881 | $267,000 | 0.24% |
| Maltin Wealth Management, Inc. | 3,245 | $301,000 | 0.20% |
| SignalPoint Asset Management, LLC | 5,809 | $538,000 | 0.19% |
| CALTON & ASSOCIATES, INC. | 8,753 | $811,000 | 0.16% |
| Kalos Management, Inc. | 3,625 | $341,000 | 0.11% |
| MURPHY CAPITAL MANAGEMENT INC | 8,700 | $806,000 | 0.10% |
| LexAurum Advisors, LLC | 2,558 | $237,000 | 0.08% |
| MTM Investment Management, LLC | 1,444 | $134,000 | 0.08% |
| LINCOLN NATIONAL CORP | 31,407 | $2,911,000 | 0.07% |