CAPTRUST FINANCIAL ADVISORS - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PFM and the CUSIP is 46137V506. A total of 103 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$504,991
-4.4%
13,8240.0%0.00%0.0%
Q2 2023$528,492
+4.5%
13,8240.0%0.00%0.0%
Q1 2023$505,958
+0.2%
13,8240.0%0.00%
-33.3%
Q4 2022$504,853
+12.9%
13,8240.0%0.00%0.0%
Q3 2022$447,000
+0.9%
13,824
+7.8%
0.00%0.0%
Q2 2022$443,000
-13.5%
12,824
-3.6%
0.00%0.0%
Q1 2022$512,000
-3.2%
13,3060.0%0.00%
-25.0%
Q4 2021$529,000
+6.2%
13,306
-3.9%
0.00%0.0%
Q3 2021$498,000
+5.1%
13,845
+5.9%
0.00%0.0%
Q2 2021$474,000
+4.9%
13,0700.0%0.00%
-20.0%
Q1 2021$452,000
+5.1%
13,0700.0%0.01%
-16.7%
Q4 2020$430,000
-1.6%
13,070
-9.2%
0.01%
-14.3%
Q3 2020$437,000
+7.6%
14,4000.0%0.01%0.0%
Q2 2020$406,000
+18.4%
14,4000.0%0.01%
-12.5%
Q1 2020$343,000
-22.6%
14,4000.0%0.01%
+14.3%
Q4 2019$443,000
+4.0%
14,4000.0%0.01%
-53.3%
Q3 2019$426,000
+29.5%
14,400
+25.7%
0.02%
+25.0%
Q2 2019$329,000
+3.8%
11,4600.0%0.01%
-7.7%
Q1 2019$317,000
+12.0%
11,4600.0%0.01%
-13.3%
Q4 2018$283,000
-10.2%
11,4600.0%0.02%
+7.1%
Q3 2018$315,000
+7.1%
11,4600.0%0.01%
-12.5%
Q2 2018$294,00011,4600.02%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2021
NameSharesValueWeighting ↓
StrategIQ Financial Group, LLC 68,506$1,965,0000.57%
NewFocus Financial Group, LLC 29,364$842,0000.39%
Koshinski Asset Management, Inc. 27,000$774,0000.32%
Institute for Wealth Management, LLC. 42,700$1,225,0000.27%
QUEST CAPITAL MANAGEMENT INC /ADV 27,414$786,0000.20%
WBH ADVISORY INC 28,908$829,0000.19%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 8,025$230,0000.17%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 12,151$348,0000.16%
Stratford Consulting, LLC 10,051$288,0000.10%
Cornerstone Wealth Management, LLC 16,071$462,0000.08%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders