INVESCO EXCHANGE TRADED FD T's ticker is PYZ and the CUSIP is 46137V704.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q2 2023 | $3 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q1 2023 | $3 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q4 2022 | $3 | -99.9% | 38 | +2.7% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | -25.0% | 37 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | +33.3% | 37 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | -57.1% | 37 | -50.7% | 0.00% | – |
| Q2 2021 | $7,000 | – | 75 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONCENTRIC WEALTH MANAGEMENT, LLC | 11,050 | $772,000 | 0.28% |
| PACIFIC SUN FINANCIAL CORP | 5,245 | $366,000 | 0.26% |
| SILVER OAK SECURITIES, Inc | 8,906 | $699,606 | 0.15% |
| MinichMacGregor Wealth Management, LLC | 3,849 | $268,000 | 0.11% |
| SignalPoint Asset Management, LLC | 3,471 | $242,000 | 0.09% |
| Octavia Wealth Advisors, LLC | 3,522 | $246,000 | 0.07% |
| HighTower Advisors, LLC | 223,680 | $15,629,000 | 0.04% |
| GPS Wealth Strategies Group, LLC | 1,499 | $105,000 | 0.03% |
| PDS Planning, Inc | 2,058 | $144,000 | 0.03% |
| CX Institutional | 4,790 | $334,000 | 0.02% |