UNITED CAPITAL FINANCIAL ADVISORS, LLC - 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
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$27,119,787
-1.6%
1,413,225
-1.5%
0.18%
+18.7%
Q2 2023$27,562,878
-2.5%
1,434,073
+1.1%
0.15%
-5.1%
Q1 2023$28,268,840
-2.8%
1,419,118
+1.0%
0.16%
-3.1%
Q4 2022$29,084,706
+12.5%
1,405,737
+1.1%
0.16%
+6.5%
Q3 2022$25,851,000
-8.7%
1,390,603
+0.9%
0.15%
-1.9%
Q2 2022$28,328,000
-6.2%
1,378,510
-0.3%
0.16%
+6.1%
Q1 2022$30,185,000
+5.6%
1,382,721
+1.9%
0.15%
+11.4%
Q4 2021$28,572,000
+8.3%
1,356,695
+1.9%
0.13%0.0%
Q3 2021$26,384,000
-1.6%
1,331,872
+2.6%
0.13%
-2.2%
Q2 2021$26,812,000
+5.4%
1,297,757
+3.3%
0.14%
-4.3%
Q1 2021$25,436,000
+17.0%
1,256,111
+0.4%
0.14%
+7.6%
Q4 2020$21,738,000
+23.0%
1,250,771
+1.7%
0.13%
+13.9%
Q3 2020$17,666,000
+1.2%
1,230,191
+1.7%
0.12%
-9.4%
Q2 2020$17,461,000
+10.2%
1,210,023
-1.1%
0.13%
-3.1%
Q1 2020$15,848,000
-28.7%
1,223,770
+4.6%
0.13%
-8.4%
Q4 2019$22,226,000
+5.8%
1,170,385
+2.0%
0.14%
-2.7%
Q3 2019$21,006,000
+2.2%
1,147,246
+1.2%
0.15%
+9.7%
Q2 2019$20,555,000
+4.0%
1,133,111
+2.4%
0.13%
-3.6%
Q1 2019$19,770,000
+13.9%
1,106,344
+1.0%
0.14%
+0.7%
Q4 2018$17,356,000
-11.0%
1,095,711
+0.8%
0.14%
+0.7%
Q3 2018$19,504,000
+2.4%
1,087,153
+0.4%
0.14%
-3.5%
Q2 2018$19,050,0001,082,3730.14%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
Provident Wealth Management, LLC 121,260$2,107,0002.45%
Salomon & Ludwin, LLC 687,517$11,949,0002.22%
Capital Advisory Group Advisory Services, LLC 126,096$2,192,0000.92%
Capital Advisors, Ltd. LLC 197,274$3,429,0000.76%
Investors Research Corp 82,329$1,431,0000.56%
Brick & Kyle, Associates 44,720$776,0000.48%
GOODWIN DANIEL L 43,000$746,0000.44%
AFT, FORSYTH & COMPANY, INC. 34,852$606,0000.38%
AlphaCore Capital LLC 28,644$498,0000.37%
Ahrens Investment Partners LLC 36,256$630,0000.34%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders