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

INVESCO EXCHANGE TRADED FD T's ticker is PWB and the CUSIP is 46137V746. A total of 110 filers reported holding INVESCO EXCHANGE TRADED FD T in Q2 2019. 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
Q2 2024$5,596,152
-13.4%
59,250
-18.1%
0.05%
-9.4%
Q1 2024$6,462,204
-26.2%
72,373
-35.8%
0.05%
-27.4%
Q4 2023$8,754,180
-66.0%
112,666
-70.3%
0.07%
-56.8%
Q3 2023$25,726,675
-6.3%
379,505
-2.3%
0.17%
+12.7%
Q2 2023$27,445,240
+10.1%
388,633
+1.3%
0.15%
+7.9%
Q1 2023$24,935,984
+7.5%
383,690
-1.2%
0.14%
+6.9%
Q4 2022$23,192,008
+5.8%
388,216
+0.8%
0.13%
+0.8%
Q3 2022$21,927,000
-2.3%
385,026
+0.6%
0.13%
+4.9%
Q2 2022$22,446,000
-18.7%
382,581
+0.1%
0.12%
-8.2%
Q1 2022$27,618,000
-10.0%
382,249
+0.6%
0.13%
-5.0%
Q4 2021$30,702,000
+10.0%
380,115
+0.8%
0.14%
+0.7%
Q3 2021$27,923,000
+2.4%
377,234
+3.0%
0.14%
+2.2%
Q2 2021$27,274,000
+10.7%
366,288
+1.2%
0.14%
+0.7%
Q1 2021$24,633,000
+4.3%
361,881
+3.6%
0.14%
-4.2%
Q4 2020$23,614,000
+10.1%
349,417
+0.8%
0.14%
+1.4%
Q3 2020$21,452,000
+13.7%
346,557
+0.6%
0.14%
+2.2%
Q2 2020$18,873,000
+25.8%
344,586
+0.5%
0.14%
+10.5%
Q1 2020$15,002,000
-10.6%
342,906
+5.0%
0.12%
+14.8%
Q4 2019$16,775,000
+7.8%
326,424
+1.4%
0.11%
-0.9%
Q3 2019$15,555,000
+0.1%
321,792
+0.2%
0.11%
+6.9%
Q2 2019$15,540,000
+2.1%
321,268
+0.2%
0.10%
-4.7%
Q1 2019$15,216,000
+14.5%
320,600
+0.1%
0.11%
+0.9%
Q4 2018$13,285,000
-12.4%
320,360
+1.9%
0.11%
-0.9%
Q3 2018$15,168,000
+9.1%
314,423
+1.7%
0.11%
+2.9%
Q2 2018$13,905,000309,1320.10%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q2 2019
NameSharesValueWeighting ↓
Prism Advisors, Inc. 147,288$10,967,0003.81%
Wharton Business Group, LLC 173,764$12,939,0001.01%
TRUSTCORE FINANCIAL SERVICES, LLC 109,316$8,140,0000.86%
Ullmann Wealth Partners Group, LLC 25,701$1,914,0000.79%
TOBIAS FINANCIAL ADVISORS, INC. 24,677$1,837,0000.73%
HC FINANCIAL ADVISORS INC 12,933$963,0000.56%
Institute for Wealth Management, LLC. 39,690$2,955,0000.52%
Riverpoint Wealth Management Holdings, LLC 22,008$1,639,0000.45%
Beirne Wealth Consulting Services, LLC 8,300$618,0000.34%
Beacon Financial Advisory LLC 7,575$564,0000.30%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders