WMS Partners, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PBW and the CUSIP is 46137V134. A total of 236 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2021. The put-call ratio across all filers is 0.99 and the average weighting 0.1%.

Quarter-by-quarter ownership
WMS Partners, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q1 2023$646,560
+5.4%
16,0000.0%0.06%
-6.6%
Q4 2022$613,280
-20.5%
16,0000.0%0.06%
-41.9%
Q3 2022$771,000
+5.5%
16,0000.0%0.10%
-7.9%
Q2 2022$731,000
-29.8%
16,0000.0%0.11%
-20.3%
Q1 2022$1,042,000
-8.8%
16,0000.0%0.14%
-41.4%
Q4 2021$1,143,000
-7.5%
16,0000.0%0.24%
+34.8%
Q3 2021$1,236,000
-17.1%
16,0000.0%0.18%
-18.1%
Q2 2021$1,491,000
+1.0%
16,000
+6.7%
0.22%
-34.2%
Q1 2021$1,476,000
-4.8%
15,0000.0%0.34%
+25.8%
Q4 2020$1,551,000
+70.1%
15,0000.0%0.27%
+50.8%
Q3 2020$912,000
+12.2%
15,000
-25.0%
0.18%
+5.4%
Q2 2020$813,000
+51.7%
20,0000.0%0.17%
+12.8%
Q1 2020$536,00020,0000.15%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2021
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 70,711$5,462,0004.85%
STRATEGIC WEALTH MANAGEMENT INC 37,398$2,889,0001.50%
Diversified, LLC 30,516$2,357,0001.25%
Evolution Wealth Advisors, LLC 72,812$5,624,0001.20%
Providence First Trust Co 31,450$2,429,0001.15%
MCMILLION CAPITAL MANAGEMENT INC 24,364$1,882,0001.11%
Family Firm, Inc. 45,095$3,694,0000.97%
NTV ASSET MANAGEMENT LLC 68,947$5,325,0000.92%
Sargent Investment Group, LLC 45,242$3,494,0000.85%
Denver PWM, LLC 26,325$2,033,0000.84%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders