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 129 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. 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 Q3 2023
NameSharesValueWeighting ↓
WealthTrust-Arizona, LLC 588,301$19,196,00011.18%
TRUSTCORE FINANCIAL SERVICES, LLC 602,191$19,649,00010.89%
CMH Wealth Management LLC 341,984$11,159,0006.73%
Ullmann Wealth Partners Group, LLC 203,389$6,637,0004.90%
KAYS FINANCIAL ADVISORY CORP /ADV 571,577$18,651,0004.23%
CONDOR CAPITAL MANAGEMENT 371,790$12,132,0002.21%
Wharton Business Group, LLC 566,477$18,484,0002.18%
First Personal Financial Services 155,166$5,063,0001.75%
Strategic Investment Advisors / MI 43,088$1,406,0001.26%
Riverpoint Wealth Management Holdings, LLC 39,740$1,297,0000.72%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders