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 162 filers reported holding INVESCO EXCHANGE TRADED FD T in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

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 Q2 2019
NameSharesValueWeighting ↓
Johnson & White Wealth Management, LLC 195,827$7,4697.14%
Arbor Investment Advisors, LLC 860,048$32,802,2224.80%
Three Bridge Wealth Advisors, LLC 197,085$7,516,8402.98%
Sound Stewardship, LLC 77,723$2,964,3391.80%
FIRST FOUNDATION ADVISORS 1,027,074$39,172,5911.50%
Arlington Financial Advisors, LLC 175,733$6,702,4571.47%
Waverly Advisors, LLC 1,466,577$55,935,2611.10%
Callan Capital, LLC 290,443$11,077,4790.92%
WealthBridge Capital Management, LLC 68,485$2,612,0360.86%
OMNI 360 Wealth, Inc. 22,212$847,1770.63%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders