IMA Wealth, Inc. - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PEY and the CUSIP is 46137V563. A total of 185 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.

Quarter-by-quarter ownership
IMA Wealth, Inc. ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q2 2023$76,880
-3.5%
4,0000.0%0.02%
-4.8%
Q1 2023$79,680
-3.7%
4,0000.0%0.02%
-4.5%
Q4 2022$82,760
+11.8%
4,0000.0%0.02%
+10.0%
Q3 2022$74,000
-9.8%
4,0000.0%0.02%0.0%
Q2 2022$82,000
-5.7%
4,0000.0%0.02%0.0%
Q1 2022$87,000
+3.6%
4,0000.0%0.02%
+5.3%
Q4 2021$84,000
+6.3%
4,0000.0%0.02%0.0%
Q3 2021$79,000
+58.0%
4,000
+63.9%
0.02%
+58.3%
Q2 2021$50,000
+2.0%
2,4400.0%0.01%0.0%
Q1 2021$49,000
+16.7%
2,4400.0%0.01%0.0%
Q4 2020$42,000
+20.0%
2,4400.0%0.01%0.0%
Q3 2020$35,0000.0%2,4400.0%0.01%
-7.7%
Q2 2020$35,000
+9.4%
2,4400.0%0.01%
-7.1%
Q1 2020$32,000
-30.4%
2,4400.0%0.01%
-17.6%
Q4 2019$46,000
+2.2%
2,4400.0%0.02%0.0%
Q3 2019$45,000
+2.3%
2,4400.0%0.02%
+6.2%
Q2 2019$44,0000.0%2,4400.0%0.02%
-5.9%
Q1 2019$44,000
-32.3%
2,440
-40.2%
0.02%
-43.3%
Q4 2018$65,000
-11.0%
4,0800.0%0.03%
+3.4%
Q3 2018$73,000
-39.7%
4,080
-40.7%
0.03%
-42.0%
Q2 2018$121,0006,8800.05%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
AlphaCore Capital LLC 548,814$11,278,0005.24%
Arrow Investment Advisors, LLC 257,000$5,281,0004.22%
Ahrens Investment Partners LLC 405,844$8,340,0003.68%
Laurel Wealth Planning LLC 202,102$4,153,0002.92%
Provident Wealth Management, LLC 171,010$3,514,0002.23%
Salomon & Ludwin, LLC 611,439$12,565,0001.94%
USA FINANCIAL FORMULAS 63,997$1,315,0001.64%
Capital Advisory Group Advisory Services, LLC 128,568$2,706,0001.61%
Investors Research Corp 202,422$4,160,0001.25%
EWG Elevate Inc. 86,555$1,779,0000.86%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders