INVESCO EXCHANGE TRADED FD T's ticker is PYZ and the CUSIP is 46137V704.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $553,499 | +31.4% | 7,046 | +43.4% | 0.02% | +21.4% |
| Q2 2023 | $421,326 | +72292.8% | 4,914 | -28.2% | 0.01% | -26.3% |
| Q1 2023 | $582 | +24.9% | 6,843 | +16.0% | 0.02% | 0.0% |
| Q4 2022 | $466 | -100.0% | 5,897 | -56.3% | 0.02% | +26.7% |
| Q3 2022 | $942,000 | +9.8% | 13,494 | +13.6% | 0.02% | -21.1% |
| Q2 2022 | $858,000 | +812.8% | 11,875 | +1151.3% | 0.02% | +1800.0% |
| Q1 2022 | $94,000 | -85.7% | 949 | -86.4% | 0.00% | -90.9% |
| Q4 2021 | $659,000 | +91.0% | 6,966 | +71.1% | 0.01% | +22.2% |
| Q3 2021 | $345,000 | – | 4,071 | +203450.0% | 0.01% | – |
| Q1 2021 | $0 | – | 2 | +100.0% | 0.00% | – |
| Q3 2020 | $0 | – | 1 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortis Advisors, LLC | 89,018 | $5,760,000 | 3.16% |
| Transamerica Financial Advisors, Inc. | 625 | $62,000 | 2.21% |
| Maltin Wealth Management, Inc. | 16,081 | $1,588,000 | 1.05% |
| Genesee Capital Advisors, LLC | 9,587 | $947,000 | 0.49% |
| CONCENTRIC WEALTH MANAGEMENT, LLC | 11,050 | $1,091,000 | 0.32% |
| PACIFIC SUN FINANCIAL CORP | 5,665 | $560,000 | 0.31% |
| WMG Financial Advisors, LLC | 3,004 | $296,000 | 0.22% |
| SILVER OAK SECURITIES, Inc | 8,186 | $805,000 | 0.16% |
| MinichMacGregor Wealth Management, LLC | 4,509 | $445,000 | 0.14% |
| SignalPoint Asset Management, LLC | 3,471 | $343,000 | 0.11% |