North Star Investment Management Corp. - INVESCO EXCHANGE TRADED FD T ownership

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INVESCO EXCHANGE TRADED FD T's ticker is PPA and the CUSIP is 46137V100.

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Quarter-by-quarter ownership
North Star Investment Management Corp. ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$45,087
-5.5%
5650.0%0.00%0.0%
Q2 2023$47,726
+4.9%
5650.0%0.00%0.0%
Q1 2023$45,511
+2.7%
5650.0%0.00%0.0%
Q4 2022$44,296
+23.0%
5650.0%0.00%0.0%
Q3 2022$36,000
-10.0%
5650.0%0.00%0.0%
Q2 2022$40,000
-9.1%
5650.0%0.00%
+33.3%
Q1 2022$44,000
+7.3%
5650.0%0.00%0.0%
Q4 2021$41,0000.0%5650.0%0.00%0.0%
Q3 2021$41,000
-2.4%
5650.0%0.00%0.0%
Q2 2021$42,000
+2.4%
5650.0%0.00%
-25.0%
Q1 2021$41,000
+7.9%
5650.0%0.00%0.0%
Q4 2020$38,000
+22.6%
5650.0%0.00%0.0%
Q3 2020$31,0000.0%5650.0%0.00%0.0%
Q2 2020$31,000
+34.8%
565
+21.5%
0.00%
+33.3%
Q1 2020$23,000
-28.1%
4650.0%0.00%0.0%
Q4 2019$32,000
+3.2%
4650.0%0.00%0.0%
Q3 2019$31,000
+14.8%
4650.0%0.00%0.0%
Q1 2019$27,000
+17.4%
4650.0%0.00%0.0%
Q4 2018$23,000
-20.7%
4650.0%0.00%0.0%
Q3 2018$29,000
+11.5%
4650.0%0.00%0.0%
Q2 2018$26,000–465–0.00%–
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Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2023
NameSharesValueWeighting ↓
SEARCY FINANCIAL SERVICES INC /ADV 138,501$10,073,0006.38%
SageGuard Financial Group, LLC 148,068$10,768,0005.01%
Diversified, LLC 57,182$4,159,0003.20%
Hollow Brook Wealth Management LLC 50,459$3,670,0002.41%
Karp Capital Management Corp 73,283$5,330,0000.96%
WEALTH ADVISORS, INC. 19,775$1,455,0000.58%
ELCO Management Co., LLC 6,000$436,0000.40%
Ellis Investment Partners, LLC 18,267$1,329,0000.37%
BigSur Wealth Management LLC 8,060$586,0000.30%
Wealthstreet Investment Advisors, LLC 36,158$2,630,0000.26%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders