UNITED CAPITAL FINANCIAL ADVISORS, LLC - INVESCO EXCHANGE TRADED FD T ownership

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INVESCO EXCHANGE TRADED FD T's ticker is PHO and the CUSIP is 46137V142. A total of 294 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$330,471
-19.4%
6,214
-14.5%
0.00%0.0%
Q2 2023$410,023
-9.7%
7,271
-14.6%
0.00%
-33.3%
Q1 2023$454,126
-3.4%
8,512
-6.6%
0.00%0.0%
Q4 2022$469,964
+24.0%
9,118
+10.1%
0.00%
+50.0%
Q3 2022$379,000
-1.0%
8,285
+0.0%
0.00%0.0%
Q2 2022$383,000
-12.8%
8,2840.0%0.00%0.0%
Q1 2022$439,000
-4.6%
8,284
+9.5%
0.00%0.0%
Q4 2021$460,000
+19.2%
7,565
+7.2%
0.00%0.0%
Q3 2021$386,000
+22.5%
7,057
+19.9%
0.00%0.0%
Q2 2021$315,000
+29.1%
5,886
+19.2%
0.00%
+100.0%
Q1 2021$244,000
-42.0%
4,936
-45.6%
0.00%
-66.7%
Q4 2020$421,000
+27.2%
9,072
+8.8%
0.00%
+50.0%
Q3 2020$331,000
-2.4%
8,335
-10.7%
0.00%0.0%
Q2 2020$339,000
+14.1%
9,334
-1.6%
0.00%0.0%
Q1 2020$297,000
-14.9%
9,486
+5.1%
0.00%0.0%
Q4 2019$349,000
+18.7%
9,027
+12.5%
0.00%0.0%
Q3 2019$294,000
+17.6%
8,027
+14.5%
0.00%0.0%
Q2 2019$250,000–7,011–0.00%–
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Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q1 2022
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