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

INVESCO EXCHANGE TRADED FD T's ticker is PRF and the CUSIP is 46137V613. A total of 314 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$648,492
-29.3%
20,380
+263.5%
0.01%
-29.4%
Q2 2023$917,586
+4.4%
5,6070.0%0.02%
-5.6%
Q1 2023$879,065
+3.9%
5,607
+2.9%
0.02%0.0%
Q4 2022$845,723
+11.9%
5,4510.0%0.02%
+5.9%
Q3 2022$756,000
-6.4%
5,4510.0%0.02%0.0%
Q2 2022$808,000
-13.2%
5,4510.0%0.02%
+6.2%
Q1 2022$931,000
-3.8%
5,451
-3.3%
0.02%0.0%
Q4 2021$968,000
+3.4%
5,636
-4.7%
0.02%
-5.9%
Q3 2021$936,000
-1.3%
5,9130.0%0.02%0.0%
Q2 2021$948,000
+5.7%
5,9130.0%0.02%
-5.6%
Q1 2021$897,000
-0.3%
5,913
-12.5%
0.02%
-5.3%
Q4 2020$900,000
+17.0%
6,7540.0%0.02%0.0%
Q3 2020$769,000
+5.1%
6,7540.0%0.02%
-5.0%
Q2 2020$732,000
+17.3%
6,7540.0%0.02%
-4.8%
Q1 2020$624,000
-27.1%
6,7540.0%0.02%
-8.7%
Q4 2019$856,000
+7.5%
6,7540.0%0.02%0.0%
Q3 2019$796,000
+1.0%
6,7540.0%0.02%
-4.2%
Q2 2019$788,000
-14.3%
6,754
-16.7%
0.02%
-20.0%
Q1 2019$919,000
+11.7%
8,1050.0%0.03%
-3.2%
Q4 2018$823,000
-14.5%
8,1050.0%0.03%0.0%
Q3 2018$963,000
-1.0%
8,105
-6.2%
0.03%
-6.1%
Q2 2018$973,0008,6380.03%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2019
NameSharesValueWeighting ↓
FLYNN ZITO CAPITAL MANAGEMENT, LLC 622,781$19,816,89213.91%
Pinnacle Financial Group, LLC / IL 718,022$22,847,45213.60%
Arbor Investment Advisors, LLC 2,168,904$69,014,51812.06%
McIlrath & Eck, LLC 1,397,164$44,457,7708.94%
Garrett Wealth Advisory Group, LLC 539,560$17,168,8297.81%
RFG Advisory, LLC 5,087,232$161,875,7107.24%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,117,500$35,558,8506.96%
Baystate Wealth Management LLC 2,650,749$84,346,8506.95%
Montz Harcus Wealth Management LLC 245,824$7,822,1056.68%
Waverly Advisors, LLC 4,597,302$146,286,1426.38%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders