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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Private Wealth Advisors | 337,438 | $12,323,224 | 6.56% |
| Flaharty Asset Management, LLC | 669,341 | $24,444,344 | 4.58% |
| Capital Advisory Group Advisory Services, LLC | 48,722 | $1,779,327 | 1.21% |
| EUDAIMONIA ADVISORS LLC | 37,980 | $1,387,030 | 0.94% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 399,765 | $14,599,430 | 0.55% |
| Bond & Devick Financial Network, Inc. | 13,020 | $475,490 | 0.34% |
| Institute for Wealth Management, LLC. | 40,725 | $1,487,266 | 0.31% |
| Aspire Wealth Management Corp | 8,456 | $308,801 | 0.27% |
| Strategies Wealth Advisors, LLC | 24,327 | $888,418 | 0.22% |
| StrategIQ Financial Group, LLC | 48,971 | $1,788,431 | 0.21% |