FORVIS Wealth Advisors, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PRFZ and the CUSIP is 46137V597. A total of 223 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
FORVIS Wealth Advisors, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$924,068
-4.4%
28,011
+398.2%
0.03%0.0%
Q2 2023$966,262
+2.6%
5,623
-1.7%
0.03%
-9.7%
Q1 2023$941,390
-0.8%
5,722
-4.5%
0.03%
-6.1%
Q4 2022$949,070
+2.8%
5,991
-5.4%
0.03%
-10.8%
Q3 2022$923,000
-13.2%
6,334
-8.6%
0.04%
-14.0%
Q2 2022$1,063,000
-35.2%
6,932
-22.8%
0.04%
-38.6%
Q1 2022$1,641,000
-4.6%
8,985
+0.1%
0.07%
-2.8%
Q4 2021$1,721,000
+4.9%
8,978
-0.2%
0.07%
-4.0%
Q3 2021$1,641,000
-2.4%
8,992
-0.1%
0.08%
-3.8%
Q2 2021$1,682,000
+5.9%
9,001
-0.1%
0.08%
-1.3%
Q1 2021$1,589,000
+16.9%
9,009
+0.1%
0.08%
+16.2%
Q4 2020$1,359,000
+13.5%
9,004
-11.9%
0.07%
-2.9%
Q3 2020$1,197,000
+0.5%
10,222
-4.2%
0.07%
-9.1%
Q2 2020$1,191,000
+16.7%
10,666
-6.6%
0.08%
-8.3%
Q1 2020$1,021,000
-35.6%
11,415
-1.6%
0.08%
-26.3%
Q4 2019$1,586,000
+7.7%
11,605
+0.1%
0.11%
-3.4%
Q3 2019$1,472,000
-1.1%
11,598
-0.5%
0.12%
-2.5%
Q2 2019$1,489,000
-3.2%
11,658
-3.3%
0.12%
-5.5%
Q1 2019$1,538,000
+8.6%
12,052
-3.3%
0.13%
-11.7%
Q4 2018$1,416,000
-24.6%
12,462
-5.5%
0.14%
-11.6%
Q3 2018$1,877,000
-15.5%
13,191
-17.3%
0.16%
-24.1%
Q2 2018$2,220,00015,9490.22%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
Arbor Investment Advisors, LLC 156,022$25,668,7664.73%
Johnson & White Wealth Management, LLC 27,289$4,4904.00%
Three Bridge Wealth Advisors, LLC 37,631$6,190,9992.87%
Waverly Advisors, LLC 301,770$49,647,1392.59%
Arlington Financial Advisors, LLC 39,227$6,453,6652.49%
Sound Stewardship, LLC 17,675$2,907,8331.96%
Resource Planning Group 10,225$1,682,1651.37%
Callan Capital, LLC 68,036$11,193,2631.30%
Charles Schwab Investment Advisory, Inc. 4,176,965$687,194,3011.10%
Verum Partners LLC 4,809$791,2180.84%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders