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

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INVESCO EXCHANGE TRADED FD T's ticker is PWV and the CUSIP is 46137V738. A total of 116 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$832,198
+0.4%
17,7820.0%0.02%
+6.7%
Q2 2023$829,175
+3.0%
17,7820.0%0.02%
-6.2%
Q1 2023$805,169
-3.8%
17,7820.0%0.02%
-11.1%
Q4 2022$836,821
+12.9%
17,7820.0%0.02%
+5.9%
Q3 2022$741,000
-4.5%
17,7820.0%0.02%
+6.2%
Q2 2022$776,000
-10.8%
17,7820.0%0.02%
+6.7%
Q1 2022$870,000
+0.3%
17,7820.0%0.02%
+7.1%
Q4 2021$867,000
+9.6%
17,7820.0%0.01%0.0%
Q3 2021$791,000
+0.3%
17,7820.0%0.01%0.0%
Q2 2021$789,000
+4.0%
17,7820.0%0.01%
-6.7%
Q1 2021$759,000
+10.6%
17,7820.0%0.02%0.0%
Q4 2020$686,000
+13.4%
17,7820.0%0.02%0.0%
Q3 2020$605,000
+1.5%
17,7820.0%0.02%
-6.2%
Q2 2020$596,000
+11.2%
17,7820.0%0.02%
-11.1%
Q1 2020$536,000
-27.1%
17,7820.0%0.02%
-10.0%
Q4 2019$735,000
+7.8%
17,7820.0%0.02%0.0%
Q3 2019$682,000–17,782–0.02%–
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Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2020
NameSharesValueWeighting ↓
Atlas Private Wealth Advisors 764,130$35,761,1346.76%
MRA Advisory Group 110,038$5,149,7953.68%
Horizon Family Wealth, Inc. 49,627$2,322,5572.25%
Paragon Private Wealth Management, LLC 32,990$1,543,9321.28%
Ullmann Wealth Partners Group, LLC 125,896$5,891,9191.10%
Evolution Advisers, Inc. 24,844$1,1620.84%
Parker Financial LLC 20,865$978,5920.68%
Firestone Capital Management 39,515$1,849,2880.63%
HOWARD WEALTH MANAGEMENT, LLC 13,485$631,0980.58%
EisnerAmper Wealth Management Corporate Benefits, LLC 27,416$1,2830.57%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders