CAPTRUST FINANCIAL ADVISORS - INVESCO EXCHANGE TRADED FD T ownership

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INVESCO EXCHANGE TRADED FD T's ticker is PTH and the CUSIP is 46137V852. A total of 69 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is 1.67 and the average weighting 0.1%.

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Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$240,567
-17.3%
7,164
+200.0%
0.00%0.0%
Q2 2023$290,811
+8.5%
2,3880.0%0.00%0.0%
Q1 2023$268,077
-14.2%
2,388
-5.9%
0.00%
-50.0%
Q4 2022$312,323
+1.4%
2,5390.0%0.00%0.0%
Q3 2022$308,000
+12.4%
2,539
+6.3%
0.00%0.0%
Q2 2022$274,000
-19.9%
2,388
-5.9%
0.00%0.0%
Q1 2022$342,000
-13.0%
2,5390.0%0.00%
-33.3%
Q4 2021$393,000
-3.9%
2,5390.0%0.00%0.0%
Q3 2021$409,000
-3.1%
2,5390.0%0.00%
-25.0%
Q2 2021$422,000
-24.1%
2,539
-28.3%
0.00%
-33.3%
Q1 2021$556,000
+1193.0%
3,539
+1210.7%
0.01%
+500.0%
Q4 2020$43,000
+104.8%
270
+78.8%
0.00%–
Q3 2020$21,000
-27.6%
151
-59.4%
0.00%
-100.0%
Q3 2019$29,000
-12.1%
3720.0%0.00%0.0%
Q2 2019$33,000
+10.0%
3720.0%0.00%0.0%
Q1 2019$30,000
+15.4%
3720.0%0.00%0.0%
Q4 2018$26,000–372–0.00%–
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Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
SFI Advisors, LLC 86,370$2,900,3052.83%
KRAEMATON INVESTMENT ADVISORS, INC 30,839$1,035,5741.28%
SignalPoint Asset Management, LLC 25,030$840,5070.27%
BEAM WEALTH ADVISORS, INC. 9,894$332,2240.24%
Connectus Wealth, LLC 258,417$8,677,6430.19%
Concentrum Wealth Management 8,094$271,7970.16%
Asset Allocation Strategies LLC 10,331$346,9160.16%
IHT Wealth Management, LLC 44,195$1,484,0690.08%
Sunbelt Securities, Inc. 12,836$431,0330.06%
BELLEVUE ASSET MANAGEMENT, LLC 1,452$48,7430.03%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders