UNITED CAPITAL FINANCIAL 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 296 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2022. The put-call ratio across all filers is 1.02 and the average weighting 0.1%.

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$250,0007,0110.00%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2022
NameSharesValueWeighting ↓
Polianta Ltd 482,600$19,149,00011.33%
Raab & Moskowitz Asset Management LLC 111,070$4,407,0002.03%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 169,454$6,724,0001.62%
BECK CAPITAL MANAGEMENT, LLC 66,344$2,633,0001.49%
MD Financial Management Inc. 733,078$29,089,0001.17%
Hamilton Wealth, LLC 50,687$2,011,0001.13%
Verity Asset Management, Inc. 27,238$1,081,0000.82%
QUEST CAPITAL MANAGEMENT INC /ADV 44,967$1,784,0000.49%
First City Capital Management, Inc. 28,470$1,207,0000.45%
Glen Eagle Advisors, LLC 24,411$968,6350.43%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders