INVESCO ACTIVELY MANAGED ETF's ticker is PSMB and the CUSIP is 46090A200.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,273,714 | -67.8% | 152,862 | -68.4% | 0.00% | -66.7% |
| Q4 2022 | $7,052,116 | +460.6% | 483,353 | +428.1% | 0.01% | +500.0% |
| Q3 2022 | $1,258,000 | +4.5% | 91,527 | +10.5% | 0.00% | 0.0% |
| Q2 2022 | $1,204,000 | -2.3% | 82,847 | +9.8% | 0.00% | 0.0% |
| Q1 2022 | $1,232,000 | +11.1% | 75,458 | +16.8% | 0.00% | 0.0% |
| Q4 2021 | $1,109,000 | +34.8% | 64,577 | +29.5% | 0.00% | 0.0% |
| Q3 2021 | $823,000 | +22.7% | 49,850 | +23.1% | 0.00% | 0.0% |
| Q2 2021 | $671,000 | +47.8% | 40,502 | +41.6% | 0.00% | 0.0% |
| Q1 2021 | $454,000 | +16.7% | 28,603 | +11.5% | 0.00% | 0.0% |
| Q4 2020 | $389,000 | +57.5% | 25,648 | +42.2% | 0.00% | – |
| Q3 2020 | $247,000 | +62.5% | 18,039 | +57.6% | 0.00% | – |
| Q2 2020 | $152,000 | +14.3% | 11,447 | 0.0% | 0.00% | – |
| Q1 2020 | $133,000 | – | 11,447 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PCG Wealth Advisors, LLC | 43,181 | $627,000 | 0.45% |
| Geneos Wealth Management Inc. | 19,477 | $285,000 | 0.01% |
| Equitable Holdings, Inc. | 27,280 | $396,000 | 0.01% |
| Cetera Investment Advisers | 16,263 | $236,000 | 0.00% |
| ACG Wealth | 1,539 | $22,000 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 24,155 | $351,000 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 11,515 | $197,000 | 0.00% |
| Total Clarity Wealth Management, Inc. | 145 | $2,000 | 0.00% |
| Global Retirement Partners, LLC | 936 | $14,000 | 0.00% |
| LPL Financial LLC | 82,847 | $1,204,000 | 0.00% |