Crestwood Advisors Group, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PHO and the CUSIP is 46137V142. A total of 299 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.1%.

Quarter-by-quarter ownership
Crestwood Advisors Group, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$444,305
-5.1%
8,355
+0.6%
0.01%
-20.0%
Q2 2023$468,122
+30.5%
8,302
+23.4%
0.02%
+25.0%
Q1 2023$358,832
+0.8%
6,726
-2.6%
0.01%0.0%
Q4 2022$355,832
+11.9%
6,904
-0.6%
0.01%
+9.1%
Q3 2022$318,000
+10.8%
6,945
+11.8%
0.01%
+10.0%
Q2 2022$287,000
-7.4%
6,210
+6.3%
0.01%
+11.1%
Q1 2022$310,000
-12.7%
5,842
+0.2%
0.01%0.0%
Q4 2021$355,000
+21.6%
5,833
+9.3%
0.01%
+12.5%
Q3 2021$292,000
+7.0%
5,335
+4.7%
0.01%0.0%
Q2 2021$273,000
+8.3%
5,0950.0%0.01%0.0%
Q1 2021$252,000
+7.7%
5,095
+1.0%
0.01%0.0%
Q4 2020$234,0005,0440.01%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2021
NameSharesValueWeighting ↓
Polianta Ltd 482,600$23,840,00013.21%
Raab & Moskowitz Asset Management LLC 110,122$5,440,0002.12%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 161,014$7,954,0001.73%
BECK CAPITAL MANAGEMENT, LLC 66,562$3,288,0001.24%
Hamilton Wealth, LLC 50,022$2,471,0001.20%
TAP Consulting, LLC 69,531$3,435,0001.07%
Verity Asset Management, Inc. 26,773$1,323,0000.79%
MD Financial Management Inc. 677,590$20,094,0000.59%
QUEST CAPITAL MANAGEMENT INC /ADV 45,375$2,242,0000.48%
First City Capital Management, Inc. 14,860$759,0000.44%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders