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

INVESCO EXCHANGE TRADED FD T's ticker is PSP and the CUSIP is 46137V589. A total of 103 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q4 2022$191,594
+11.4%
20,296
-0.3%
0.00%0.0%
Q3 2022$172,000
-14.0%
20,367
+0.0%
0.00%0.0%
Q2 2022$200,000
-24.0%
20,3650.0%0.00%0.0%
Q1 2022$263,000
-15.7%
20,365
+0.8%
0.00%0.0%
Q4 2021$312,000
+3.0%
20,213
+0.0%
0.00%
-50.0%
Q3 2021$303,000
-1.6%
20,211
+0.3%
0.00%0.0%
Q2 2021$308,000
+5.1%
20,146
-0.3%
0.00%0.0%
Q1 2021$293,000
+7.7%
20,210
+0.0%
0.00%0.0%
Q4 2020$272,000
+23.6%
20,2070.0%0.00%
+100.0%
Q3 2020$220,000
+5.3%
20,207
+0.0%
0.00%
-50.0%
Q2 2020$209,000
+27.4%
20,206
+0.3%
0.00%
+100.0%
Q1 2020$164,000
-36.4%
20,1460.0%0.00%
-50.0%
Q4 2019$258,000
+8.4%
20,1460.0%0.00%0.0%
Q3 2019$238,000
-1.2%
20,1460.0%0.00%0.0%
Q2 2019$241,000
+4.3%
20,1460.0%0.00%0.0%
Q1 2019$231,000
+14.4%
20,1460.0%0.00%0.0%
Q4 2018$202,000
-18.5%
20,146
-0.2%
0.00%0.0%
Q3 2018$248,000
+2.9%
20,196
+0.2%
0.00%0.0%
Q2 2018$241,00020,1460.00%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2022
NameSharesValueWeighting ↓
Endowment Wealth Management, Inc. 845,145$7,978,1698.78%
Aletheian Wealth Advisors LLC 370,612$3,498,5803.02%
LFA - Lugano Financial Advisors SA 286,399$2,703,6072.00%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 115,264$1,088,0900.91%
Boxwood Ventures, Inc. 47,130$4450.80%
Darwin Wealth Management, LLC 183,546$1,941,9110.50%
NTV ASSET MANAGEMENT LLC 135,995$1,283,7930.25%
Richard W. Paul & Associates, LLC 51,627$487,3580.24%
Joseph P. Lucia & Associates, LLC 32,614$307,8760.23%
SignalPoint Asset Management, LLC 54,376$513,0000.18%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders