J.P. Morgan Private Wealth Advisors LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PBW and the CUSIP is 46137V134. A total of 158 filers reported holding INVESCO EXCHANGE TRADED FD T in Q2 2023. The put-call ratio across all filers is 2.10 and the average weighting 0.0%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$262,698
-32.4%
8,358
-13.7%
0.00%
-50.0%
Q2 2023$388,405
-26.1%
9,681
-25.6%
0.00%
+100.0%
Q1 2023$525,936
-17.9%
13,015
-22.2%
0.00%0.0%
Q4 2022$640,916
-48.4%
16,721
-35.1%
0.00%
-66.7%
Q3 2022$1,242,000
+3.2%
25,775
-2.1%
0.00%0.0%
Q2 2022$1,203,000
-23.3%
26,324
+9.3%
0.00%0.0%
Q1 2022$1,569,000
+8.6%
24,089
+19.1%
0.00%0.0%
Q4 2021$1,445,000
-19.6%
20,234
-13.1%
0.00%
-25.0%
Q3 2021$1,798,000
+14.5%
23,272
+38.1%
0.00%0.0%
Q2 2021$1,570,000
+2.3%
16,852
+8.1%
0.00%
-20.0%
Q1 2021$1,534,000
+332.1%
15,595
+354.1%
0.01%
+400.0%
Q4 2020$355,000
+62.8%
3,434
-4.3%
0.00%0.0%
Q3 2020$218,0003,5880.00%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q2 2023
NameSharesValueWeighting ↓
Financial Gravity Asset Management, Inc. 23,149$629,0000.51%
PROFESSIONAL PLANNING 12,900$345,0000.42%
High Falls Advisors, Inc 28,209$756,0000.26%
JOHN G ULLMAN & ASSOCIATES INC 45,030$1,206,0000.22%
Zurich Insurance Group Ltd/FI 189,896$5,087,0000.11%
MERCER GLOBAL ADVISORS INC /ADV 72,837$4,759,0000.10%
ALPINE WOODS CAPITAL INVESTORS, LLC 14,000$375,0000.08%
VALLEY NATIONAL ADVISERS INC 5,000$134,0000.04%
Advisory Alpha, LLC 3,373$94,242,0000.03%
Covington Capital Management 17,500$469,0000.03%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders