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 ↓ |
|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 151,196 | $11,878 | 1.61% |
| Genesee Capital Advisors, LLC | 12,980 | $1,019,622 | 0.73% |
| Maltin Wealth Management, Inc. | 4,948 | $388,695 | 0.27% |
| CONCENTRIC WEALTH MANAGEMENT, LLC | 10,425 | $818,931 | 0.27% |
| Western Financial Corp/CA | 4,235 | $332,647 | 0.24% |
| Nilsine Partners, LLC | 15,173 | $1,191,907 | 0.18% |
| SILVER OAK SECURITIES, Inc | 8,906 | $699,606 | 0.15% |
| MinichMacGregor Wealth Management, LLC | 3,740 | $293,794 | 0.10% |
| SignalPoint Asset Management, LLC | 3,471 | $272,663 | 0.09% |
| SPC Financial, Inc. | 8,321 | $653,652 | 0.07% |