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

INVESCO EXCHANGE TRADED FD T's ticker is PRFZ and the CUSIP is 46137V597. A total of 149 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q1 2023$541,929
+58.5%
3,294
+12.9%
0.00%
+50.0%
Q3 2020$342,000
-12.3%
2,918
-16.3%
0.00%
-33.3%
Q2 2020$390,000
-55.8%
3,487
-64.7%
0.00%
-57.1%
Q1 2020$883,000
+2.3%
9,875
+56.4%
0.01%
+16.7%
Q4 2019$863,000
+3.5%
6,315
-3.9%
0.01%0.0%
Q3 2019$834,000
+28.1%
6,572
+28.8%
0.01%
+50.0%
Q2 2019$651,000
+40.6%
5,102
+40.5%
0.00%
+33.3%
Q1 2019$463,000
+12.9%
3,632
+0.7%
0.00%0.0%
Q4 2018$410,000
-20.2%
3,607
-0.1%
0.00%
-25.0%
Q3 2018$514,000
+11.3%
3,611
+8.9%
0.00%
+33.3%
Q2 2018$462,0003,3170.00%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2018
NameSharesValueWeighting ↓
Arbor Investment Advisors, LLC 153,303$22,338,0005.40%
Johnson & White Wealth Management, LLC 25,648$3,737,0004.22%
Waverly Advisors, LLC 321,614$46,862,0003.30%
Arlington Financial Advisors, LLC 39,605$5,771,0002.93%
Three Bridge Wealth Advisors, LLC 30,243$4,407,0002.24%
Resource Planning Group 14,673$2,138,0001.86%
Callan Capital, LLC 60,950$8,881,0001.45%
Prairiewood Capital, LLC 10,875$1,585,0001.31%
Charles Schwab Investment Advisory, Inc. 4,293,430$625,596,0001.14%
Accredited Investors Inc. 46,561$6,784,0000.79%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders