INVESCO EXCHANGE TRADED FD T's ticker is PFM and the CUSIP is 46137V506.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $381,702 | +321.8% | 10,449 | +341.4% | 0.01% | +300.0% |
| Q2 2023 | $90,490 | +31988.7% | 2,367 | -69.3% | 0.00% | -66.7% |
| Q1 2023 | $282 | +386.2% | 7,698 | +382.3% | 0.01% | +350.0% |
| Q4 2022 | $58 | -100.0% | 1,596 | -91.3% | 0.00% | -80.0% |
| Q3 2022 | $594,000 | -5.1% | 18,366 | +1.3% | 0.01% | -28.6% |
| Q2 2022 | $626,000 | +110.1% | 18,133 | +134.3% | 0.01% | +366.7% |
| Q1 2022 | $298,000 | -18.1% | 7,740 | -15.5% | 0.00% | -50.0% |
| Q4 2021 | $364,000 | +50.4% | 9,158 | +36.2% | 0.01% | 0.0% |
| Q3 2021 | $242,000 | -38.4% | 6,724 | -38.0% | 0.01% | -40.0% |
| Q2 2021 | $393,000 | – | 10,841 | – | 0.01% | – |
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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% |