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

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INVESCO EXCHANGE TRADED FD T's ticker is PRF and the CUSIP is 46137V613. A total of 287 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%.

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Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q1 2023$317,433
-6.3%
2,025
-7.3%
0.00%0.0%
Q4 2022$338,801
+16.4%
2,184
+4.0%
0.00%0.0%
Q3 2022$291,000
-4.6%
2,099
+1.9%
0.00%0.0%
Q2 2022$305,000
-14.6%
2,060
-1.4%
0.00%0.0%
Q1 2022$357,000
+5.0%
2,089
+5.3%
0.00%0.0%
Q4 2021$340,000
+8.6%
1,983
+0.5%
0.00%0.0%
Q3 2021$313,000
-0.9%
1,9740.0%0.00%0.0%
Q2 2021$316,000
-1.2%
1,974
-6.5%
0.00%0.0%
Q1 2021$320,000
+24.0%
2,111
+9.2%
0.00%0.0%
Q4 2020$258,000
+27.1%
1,934
+8.7%
0.00%
+100.0%
Q3 2020$203,000
-17.8%
1,780
-22.0%
0.00%
-50.0%
Q2 2020$247,000
-39.8%
2,283
-29.5%
0.00%
-33.3%
Q4 2019$410,000
-8.3%
3,237
-14.6%
0.00%0.0%
Q3 2019$447,000
+3.5%
3,789
+2.3%
0.00%0.0%
Q2 2019$432,000
+25.2%
3,704
+21.9%
0.00%
+50.0%
Q1 2019$345,000
+8.5%
3,039
-2.8%
0.00%
-33.3%
Q4 2018$318,000
-11.7%
3,128
+3.1%
0.00%0.0%
Q3 2018$360,000–3,033–0.00%–
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Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q2 2019
NameSharesValueWeighting ↓
Callan Capital, LLC 613,547$69,085,00023.94%
Arbor Investment Advisors, LLC 435,125$48,995,00019.35%
McIlrath & Eck, LLC 243,537$27,422,00016.65%
Carroll Financial Associates, Inc. 1,212,423$136,518,00014.56%
Waverly Advisors, LLC 819,414$92,266,00014.36%
Baystate Wealth Management LLC 753,462$86,271,00012.79%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 222,510$25,055,0007.46%
Tillar-Wenstrup Advisors, LLC 96,424$10,857,0006.04%
PFS INVESTMENTS INC. 562,228$64,971,0005.50%
Arlington Financial Advisors, LLC 73,074$8,526,0004.96%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders