INVESCO EXCHANGE TRADED FD T's ticker is PKB and the CUSIP is 46137V779.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,766 | – | 35 | +250.0% | 0.00% | – |
| Q1 2023 | $0 | – | 10 | +66.7% | 0.00% | – |
| Q4 2022 | $0 | -100.0% | 6 | -100.0% | 0.00% | -100.0% |
| Q3 2022 | $877,000 | +12.0% | 23,613 | +11.7% | 0.01% | -22.2% |
| Q2 2022 | $783,000 | -12.3% | 21,140 | +1.5% | 0.02% | +100.0% |
| Q1 2022 | $893,000 | +78.2% | 20,823 | +127.0% | 0.01% | 0.0% |
| Q4 2021 | $501,000 | -48.5% | 9,173 | -55.3% | 0.01% | -64.0% |
| Q3 2021 | $973,000 | – | 20,537 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Harbor Wealth Advisors, Inc. | 171,324 | $8,645 | 2.88% |
| Great Diamond Partners, LLC | 28,646 | $1,445,477 | 0.39% |
| Western Financial Corp/CA | 6,850 | $345,673 | 0.25% |
| Carr Financial Group Corp | 10,976 | $580,647 | 0.23% |
| Horizon Wealth Management, LLC | 9,321 | $470,322 | 0.19% |
| Nilsine Partners, LLC | 24,172 | $1,219,719 | 0.18% |
| MinichMacGregor Wealth Management, LLC | 7,008 | $353,624 | 0.12% |
| Secure Asset Management, LLC | 7,137 | $360,118 | 0.11% |
| SOA Wealth Advisors, LLC. | 5,162 | $260,487 | 0.06% |
| HighTower Advisors, LLC | 523,791 | $26,439,000 | 0.05% |