INVESCO EXCHANGE TRADED FD T's ticker is PRFZ and the CUSIP is 46137V597. A total of 164 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $240,332 | -5.8% | 7,285 | +390.6% | 0.04% | 0.0% |
| Q2 2023 | $255,168 | +4.4% | 1,485 | 0.0% | 0.04% | -2.7% |
| Q1 2023 | $244,312 | -2.1% | 1,485 | -5.7% | 0.04% | -11.9% |
| Q4 2022 | $249,496 | +10.9% | 1,575 | +1.9% | 0.04% | +2.4% |
| Q3 2022 | $225,000 | -5.1% | 1,545 | 0.0% | 0.04% | -2.4% |
| Q2 2022 | $237,000 | -16.0% | 1,545 | 0.0% | 0.04% | -2.3% |
| Q1 2022 | $282,000 | 0.0% | 1,545 | +5.2% | 0.04% | +7.5% |
| Q4 2021 | $282,000 | -1.4% | 1,469 | -6.2% | 0.04% | -13.0% |
| Q3 2021 | $286,000 | -9.8% | 1,566 | -7.7% | 0.05% | -11.5% |
| Q2 2021 | $317,000 | +6.0% | 1,696 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $299,000 | -26.2% | 1,696 | -36.7% | 0.05% | -33.3% |
| Q4 2020 | $405,000 | +19.1% | 2,681 | -7.6% | 0.08% | +1.3% |
| Q3 2020 | $340,000 | +3.7% | 2,900 | -1.1% | 0.08% | -3.8% |
| Q2 2020 | $328,000 | +10.1% | 2,933 | -12.0% | 0.08% | +1.3% |
| Q1 2020 | $298,000 | -45.8% | 3,332 | -17.2% | 0.08% | -32.5% |
| Q4 2019 | $550,000 | +0.2% | 4,026 | -6.9% | 0.12% | -5.6% |
| Q3 2019 | $549,000 | -2.3% | 4,326 | -1.8% | 0.12% | -3.9% |
| Q2 2019 | $562,000 | -11.4% | 4,405 | -11.3% | 0.13% | -14.0% |
| Q1 2019 | $634,000 | +8.6% | 4,968 | -3.3% | 0.15% | -9.6% |
| Q4 2018 | $584,000 | -24.5% | 5,138 | -5.6% | 0.17% | -6.7% |
| Q3 2018 | $774,000 | +1.7% | 5,442 | -0.5% | 0.18% | -15.2% |
| Q2 2018 | $761,000 | – | 5,468 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arbor Investment Advisors, LLC | 156,022 | $25,668,766 | 4.73% |
| Johnson & White Wealth Management, LLC | 27,289 | $4,490 | 4.00% |
| Three Bridge Wealth Advisors, LLC | 37,631 | $6,190,999 | 2.87% |
| Waverly Advisors, LLC | 301,770 | $49,647,139 | 2.59% |
| Arlington Financial Advisors, LLC | 39,227 | $6,453,665 | 2.49% |
| Sound Stewardship, LLC | 17,675 | $2,907,833 | 1.96% |
| Resource Planning Group | 10,225 | $1,682,165 | 1.37% |
| Callan Capital, LLC | 68,036 | $11,193,263 | 1.30% |
| Charles Schwab Investment Advisory, Inc. | 4,176,965 | $687,194,301 | 1.10% |
| Verum Partners LLC | 4,809 | $791,218 | 0.84% |