Evercore Wealth Management, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PRFZ and the CUSIP is 46137V597. A total of 168 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$1,250,651
-4.0%
37,910
+400.0%
0.02%
-4.2%
Q2 2023$1,302,815
+4.4%
7,5820.0%0.02%
-4.0%
Q1 2023$1,247,391
+3.8%
7,582
-0.1%
0.02%0.0%
Q4 2022$1,201,698
+9.7%
7,586
+0.9%
0.02%0.0%
Q3 2022$1,095,000
-5.0%
7,5180.0%0.02%
+4.2%
Q2 2022$1,153,000
-16.0%
7,5180.0%0.02%0.0%
Q1 2022$1,373,000
-8.8%
7,518
-4.3%
0.02%0.0%
Q4 2021$1,505,000
+5.0%
7,8530.0%0.02%
-7.7%
Q3 2021$1,433,000
-2.3%
7,8530.0%0.03%
-3.7%
Q2 2021$1,467,000
+5.9%
7,8530.0%0.03%0.0%
Q1 2021$1,385,000
+16.9%
7,8530.0%0.03%
+3.8%
Q4 2020$1,185,000
+20.3%
7,853
-6.6%
0.03%
+8.3%
Q3 2020$985,000
-13.9%
8,408
-17.9%
0.02%
-22.6%
Q2 2020$1,144,000
+24.1%
10,241
-0.6%
0.03%
+3.3%
Q1 2020$922,000
-34.1%
10,308
+0.7%
0.03%
-21.1%
Q4 2019$1,400,000
+15.4%
10,241
+7.1%
0.04%
+5.6%
Q3 2019$1,213,000
-1.1%
9,558
-0.4%
0.04%
-2.7%
Q2 2019$1,226,000
+0.1%
9,5990.0%0.04%
-5.1%
Q1 2019$1,225,000
+125.2%
9,599
+100.5%
0.04%
+85.7%
Q4 2018$544,000
-20.1%
4,7870.0%0.02%
-4.5%
Q3 2018$681,000
+2.3%
4,7870.0%0.02%
-4.3%
Q2 2018$666,0004,7870.02%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2019
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 607,524$77,107,00021.27%
WADDELL & ASSOCIATES, LLC 282,499$35,855,00011.23%
Waverly Advisors, LLC 216,357$27,460,0003.94%
ARGI Investment Services, LLC 593,956$75,385,0003.88%
Arlington Financial Advisors, LLC 41,291$5,241,0002.99%
Cardan Capital Partners, LLC 149,688$18,998,0002.72%
Charles Schwab Trust Co 35,887$4,475,0002.08%
Accredited Investors Inc. 78,164$9,921,0001.91%
Trilogy Capital Inc. 142,026$17,765,0001.89%
Resource Planning Group 24,701$3,135,0001.83%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders