INVESCO EXCHANGE TRADED FD T's ticker is PBW and the CUSIP is 46137V134. A total of 2 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $508,757 | -20.8% | 16,187 | +1.1% | 0.16% | -17.3% |
| Q2 2023 | $642,080 | +12.3% | 16,004 | +13.2% | 0.20% | +11.4% |
| Q1 2023 | $571,519 | +15.0% | 14,143 | +9.1% | 0.18% | +10.0% |
| Q4 2022 | $497,063 | -25.7% | 12,968 | -6.6% | 0.16% | -33.6% |
| Q3 2022 | $669,000 | -0.3% | 13,885 | -5.5% | 0.24% | +5.7% |
| Q2 2022 | $671,000 | -16.7% | 14,690 | +18.8% | 0.23% | -9.2% |
| Q1 2022 | $806,000 | +25.2% | 12,367 | +37.1% | 0.25% | +22.4% |
| Q4 2021 | $644,000 | +162.9% | 9,022 | +184.3% | 0.20% | +153.1% |
| Q3 2021 | $245,000 | -19.9% | 3,173 | -3.3% | 0.08% | -19.8% |
| Q2 2021 | $306,000 | +23.9% | 3,282 | +30.7% | 0.10% | +17.4% |
| Q1 2021 | $247,000 | +10.3% | 2,511 | +15.7% | 0.09% | -7.5% |
| Q4 2020 | $224,000 | +10.9% | 2,170 | -34.6% | 0.09% | +2.2% |
| Q3 2020 | $202,000 | – | 3,318 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Platt Investment Counsel, LLC | 70,711 | $5,462,000 | 4.85% |
| STRATEGIC WEALTH MANAGEMENT INC | 37,398 | $2,889,000 | 1.50% |
| Diversified, LLC | 30,516 | $2,357,000 | 1.25% |
| Evolution Wealth Advisors, LLC | 72,812 | $5,624,000 | 1.20% |
| Providence First Trust Co | 31,450 | $2,429,000 | 1.15% |
| MCMILLION CAPITAL MANAGEMENT INC | 24,364 | $1,882,000 | 1.11% |
| Family Firm, Inc. | 45,095 | $3,694,000 | 0.97% |
| NTV ASSET MANAGEMENT LLC | 68,947 | $5,325,000 | 0.92% |
| Sargent Investment Group, LLC | 45,242 | $3,494,000 | 0.85% |
| Denver PWM, LLC | 26,325 | $2,033,000 | 0.84% |