INVESCO EXCHANGE TRADED FD T's ticker is PEY and the CUSIP is 46137V563.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,838,709 | +151.4% | 95,816 | +151.8% | 0.06% | +141.7% |
| Q2 2023 | $731,244 | +106963.5% | 38,046 | +11.0% | 0.02% | +9.1% |
| Q1 2023 | $683 | +11283.3% | 34,287 | +12598.9% | 0.02% | – |
| Q4 2022 | $6 | -100.0% | 270 | -99.7% | 0.00% | -100.0% |
| Q3 2022 | $1,792,000 | +29766.7% | 96,396 | +33842.3% | 0.03% | – |
| Q1 2022 | $6,000 | -98.1% | 284 | -98.1% | 0.00% | -100.0% |
| Q4 2021 | $313,000 | -67.0% | 14,870 | -68.9% | 0.01% | -79.2% |
| Q3 2021 | $948,000 | +120.0% | 47,870 | +129.6% | 0.02% | +118.2% |
| Q2 2021 | $431,000 | +221.6% | 20,850 | +170.0% | 0.01% | +175.0% |
| Q4 2020 | $134,000 | -82.7% | 7,722 | -85.7% | 0.00% | -55.6% |
| Q3 2020 | $776,000 | +107.5% | 54,039 | +108.8% | 0.01% | -40.0% |
| Q2 2020 | $374,000 | -40.8% | 25,878 | -47.0% | 0.02% | -60.5% |
| Q1 2020 | $632,000 | +102.6% | 48,798 | +196.9% | 0.04% | +46.2% |
| Q4 2019 | $312,000 | +31100.0% | 16,434 | +23377.1% | 0.03% | – |
| Q3 2019 | $1,000 | -87.5% | 70 | -84.5% | 0.00% | -100.0% |
| Q2 2019 | $8,000 | +166.7% | 451 | +143.8% | 0.00% | – |
| Q1 2019 | $3,000 | -99.2% | 185 | -99.2% | 0.00% | -100.0% |
| Q4 2018 | $374,000 | +116.2% | 23,584 | +143.7% | 0.03% | +107.7% |
| Q3 2018 | $173,000 | -47.7% | 9,677 | -48.6% | 0.01% | -31.6% |
| Q2 2018 | $331,000 | – | 18,828 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ahrens Investment Partners LLC | 967,280 | $17,353,000 | 6.52% |
| RPg Family Wealth Advisory, LLC | 218,469 | $3,919,343,000 | 2.95% |
| Merriman Wealth Management, LLC | 422,395 | $7,578,000 | 1.62% |
| Sequoia Wealth Management, LLC | 87,759 | $1,579,000 | 1.36% |
| Capital Advisors, Ltd. LLC | 264,072 | $4,737,000 | 1.34% |
| AFT, FORSYTH & COMPANY, INC. | 42,180 | $757,000 | 0.63% |
| Madrona Financial Services, LLC | 44,695 | $802,000 | 0.61% |
| B. Riley Wealth Management, Inc. | 89,089 | $1,598,000 | 0.39% |
| Claraphi Advisory Network, LLC | 31,339 | $562,000 | 0.31% |
| Clearwater Capital Advisors, LLC | 80,032 | $1,436,000 | 0.28% |