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

INVESCO EXCHANGE TRADED FD T's ticker is PRF and the CUSIP is 46137V613. A total of 419 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.

Quarter-by-quarter ownership
FORVIS Wealth Advisors, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$20,772,223
-2.3%
652,804
+402.5%
0.63%
+0.6%
Q2 2023$21,261,799
+5.5%
129,922
+1.1%
0.62%
-5.6%
Q1 2023$20,151,544
-0.3%
128,534
-1.3%
0.66%
-6.5%
Q4 2022$20,205,078
+10.5%
130,229
-1.1%
0.71%
-4.3%
Q3 2022$18,279,000
-6.4%
131,724
-0.1%
0.74%
-6.6%
Q2 2022$19,535,000
-14.8%
131,819
-1.8%
0.79%
-18.7%
Q1 2022$22,940,000
-1.3%
134,259
-0.8%
0.97%
-0.6%
Q4 2021$23,248,000
+6.9%
135,400
-1.4%
0.98%
-2.1%
Q3 2021$21,745,000
-3.1%
137,316
-1.9%
1.00%
-4.4%
Q2 2021$22,448,000
+2.8%
140,014
-2.7%
1.04%
-3.6%
Q1 2021$21,828,000
+8.7%
143,917
-4.5%
1.08%
+7.8%
Q4 2020$20,079,000
+6.5%
150,742
-9.0%
1.01%
-8.4%
Q3 2020$18,860,000
-8.6%
165,741
-13.0%
1.10%
-17.8%
Q2 2020$20,629,000
+6.3%
190,463
-9.3%
1.34%
-16.0%
Q1 2020$19,402,000
-36.7%
209,885
-13.2%
1.59%
-27.9%
Q4 2019$30,651,000
+4.3%
241,901
-3.0%
2.21%
-6.1%
Q3 2019$29,385,000
+1.3%
249,317
+0.2%
2.35%0.0%
Q2 2019$29,009,000
-9.6%
248,708
-12.1%
2.35%
-11.7%
Q1 2019$32,090,000
+16.6%
283,058
+4.5%
2.66%
-5.3%
Q4 2018$27,511,000
-7.1%
270,855
+8.6%
2.81%
+8.3%
Q3 2018$29,629,000
+4.2%
249,467
-1.2%
2.60%
-6.0%
Q2 2018$28,439,000252,5622.76%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
Pinnacle Financial Group, LLC / IL 125,487$21,441,00017.37%
McIlrath & Eck, LLC 289,780$49,512,00014.32%
Waverly Advisors, LLC 973,283$166,295,00014.06%
Arbor Investment Advisors, LLC 421,589$72,033,00013.74%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 75,166$12,843,00010.91%
Solitude Financial Services 86,223$14,732,0009.21%
Baystate Wealth Management LLC 571,571$97,659,0008.62%
RFG Advisory, LLC 754,098$128,845,0008.22%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 232,200$39,674,0007.18%
Detalus Advisors, LLC 76,756$13,115,0006.91%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders