INVESCO EXCHANGE TRADED FD T's ticker is PFM and the CUSIP is 46137V506. A total of 120 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $504,991 | -4.4% | 13,824 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $528,492 | +4.5% | 13,824 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $505,958 | +0.2% | 13,824 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $504,853 | +12.9% | 13,824 | 0.0% | 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% | 13,306 | 0.0% | 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% | 13,070 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $452,000 | +5.1% | 13,070 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $430,000 | -1.6% | 13,070 | -9.2% | 0.01% | -14.3% |
| Q3 2020 | $437,000 | +7.6% | 14,400 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $406,000 | +18.4% | 14,400 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $343,000 | -22.6% | 14,400 | 0.0% | 0.01% | +14.3% |
| Q4 2019 | $443,000 | +4.0% | 14,400 | 0.0% | 0.01% | -53.3% |
| Q3 2019 | $426,000 | +29.5% | 14,400 | +25.7% | 0.02% | +25.0% |
| Q2 2019 | $329,000 | +3.8% | 11,460 | 0.0% | 0.01% | -7.7% |
| Q1 2019 | $317,000 | +12.0% | 11,460 | 0.0% | 0.01% | -13.3% |
| Q4 2018 | $283,000 | -10.2% | 11,460 | 0.0% | 0.02% | +7.1% |
| Q3 2018 | $315,000 | +7.1% | 11,460 | 0.0% | 0.01% | -12.5% |
| Q2 2018 | $294,000 | – | 11,460 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Private Wealth Advisors | 937,671 | $34,253,076 | 6.48% |
| Flaharty Asset Management, LLC | 749,064 | $27,363,316 | 4.58% |
| Capital Advisory Group Advisory Services, LLC | 49,357 | $1,803,011 | 1.02% |
| EUDAIMONIA ADVISORS LLC | 39,166 | $1,430,734 | 1.00% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 423,799 | $15,481,394 | 0.54% |
| Golden State Equity Partners | 48,115 | $1,757,641 | 0.49% |
| Bond & Devick Financial Network, Inc. | 13,020 | $475,621 | 0.31% |
| Institute for Wealth Management, LLC. | 40,610 | $1,483,473 | 0.27% |
| Aspire Wealth Management Corp | 8,504 | $310,637 | 0.24% |
| StrategIQ Financial Group, LLC | 54,269 | $1,982,457 | 0.23% |