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

INVESCO EXCHANGE TRADED FD T's ticker is PHO and the CUSIP is 46137V142. A total of 247 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.1%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$1,999,827
-49.9%
37,605
-46.9%
0.01%
-71.4%
Q2 2023$3,995,303
+10.5%
70,851
+4.6%
0.02%
+162.5%
Q1 2023$3,614,036
+5.0%
67,742
+1.4%
0.01%0.0%
Q4 2022$3,441,532
+11.8%
66,774
-0.7%
0.01%0.0%
Q3 2022$3,077,000
+1.2%
67,265
+2.2%
0.01%0.0%
Q2 2022$3,042,000
-22.5%
65,811
-11.1%
0.01%
-11.1%
Q1 2022$3,926,000
-12.5%
74,039
+0.4%
0.01%
-10.0%
Q4 2021$4,486,000
+19.2%
73,737
+7.3%
0.01%
+11.1%
Q3 2021$3,762,000
+18.3%
68,743
+15.7%
0.01%
+12.5%
Q2 2021$3,181,000
+38.5%
59,429
+27.8%
0.01%
+14.3%
Q1 2021$2,297,000
+6.8%
46,492
+0.4%
0.01%0.0%
Q4 2020$2,151,000
+55.5%
46,303
+32.9%
0.01%
+40.0%
Q3 2020$1,383,000
+37.6%
34,842
+26.0%
0.01%0.0%
Q2 2020$1,005,000
+21.8%
27,663
+5.1%
0.01%0.0%
Q1 2020$825,000
-24.7%
26,318
-7.3%
0.01%0.0%
Q4 2019$1,096,000
+7.5%
28,382
+1.8%
0.01%0.0%
Q3 2019$1,020,000
+4.2%
27,879
+1.4%
0.01%0.0%
Q2 2019$979,000
-5.5%
27,502
-9.8%
0.01%0.0%
Q1 2019$1,036,000
+16.8%
30,495
-3.1%
0.01%0.0%
Q4 2018$887,000
-20.3%
31,456
-10.1%
0.01%0.0%
Q3 2018$1,113,000
+4.5%
34,990
-0.7%
0.01%
-16.7%
Q2 2018$1,065,00035,2380.01%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q1 2021
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 182,532$9,707,0727.25%
Polianta Ltd 221,600$11,7845.81%
Hamilton Wealth, LLC 133,840$7,117,6112.55%
AVALON CAPITAL MANAGEMENT 83,237$4,426,5442.26%
THEORY FINANCIAL LLC 66,052$3,512,6452.06%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 143,913$7,653,2581.75%
Verity Asset Management, Inc. 31,868$1,694,7401.25%
Raab & Moskowitz Asset Management LLC 60,946$3,241,0911.14%
Bedell Frazier Investment Counselling, LLC 67,949$3,613,5281.08%
O'ROURKE & COMPANY, Inc 26,485$1,4081.03%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders