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 313 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

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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 Q4 2020
NameSharesValueWeighting ↓
Pinnacle Financial Group, LLC / IL 125,487$21,441,00017.37%
McIlrath & Eck, LLC 289,780$49,512,00014.32%
Waverly Advisors, LLC 973,283$166,295,00014.06%
Arbor Investment Advisors, LLC 421,589$72,033,00013.74%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 75,166$12,843,00010.91%
Solitude Financial Services 86,223$14,732,0009.21%
Baystate Wealth Management LLC 571,571$97,659,0008.62%
RFG Advisory, LLC 754,098$128,845,0008.22%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 232,200$39,674,0007.18%
Detalus Advisors, LLC 76,756$13,115,0006.91%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders