Institute for Wealth Management, LLC. - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PRFZ and the CUSIP is 46137V597. A total of 186 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$747,356
-5.2%
22,654
+394.0%
0.14%
+1.5%
Q2 2023$787,979
+4.4%
4,5860.0%0.13%
-7.6%
Q1 2023$754,456
+3.9%
4,5860.0%0.14%
-5.9%
Q4 2022$726,437
+7.6%
4,586
-1.0%
0.15%
+1.3%
Q3 2022$675,000
-6.4%
4,630
-1.5%
0.15%
+6.3%
Q2 2022$721,000
-16.5%
4,700
-0.5%
0.14%
+1.4%
Q1 2022$863,000
-5.0%
4,725
-0.3%
0.14%
-5.4%
Q4 2021$908,000
+5.1%
4,7370.0%0.15%
-2.6%
Q3 2021$864,000
-2.4%
4,7370.0%0.15%
-1.9%
Q2 2021$885,000
+4.4%
4,737
-1.5%
0.16%
-3.7%
Q1 2021$848,000
+16.8%
4,8110.0%0.16%
+11.8%
Q4 2020$726,000
+29.0%
4,8110.0%0.14%
+11.6%
Q3 2020$563,000
+4.8%
4,8110.0%0.13%
-1.5%
Q2 2020$537,000
+24.9%
4,8110.0%0.13%
-1.5%
Q1 2020$430,000
-35.4%
4,811
-1.3%
0.13%
-11.3%
Q4 2019$666,000
+7.8%
4,8720.0%0.15%
-3.8%
Q3 2019$618,000
-0.6%
4,8720.0%0.16%
+13.0%
Q2 2019$622,0000.0%4,8720.0%0.14%
+2.2%
Q1 2019$622,000
+12.3%
4,8720.0%0.14%
-40.5%
Q4 2018$554,0004,8720.23%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2021
NameSharesValueWeighting ↓
Arbor Investment Advisors, LLC 156,022$25,668,7664.73%
Johnson & White Wealth Management, LLC 27,289$4,4904.00%
Three Bridge Wealth Advisors, LLC 37,631$6,190,9992.87%
Waverly Advisors, LLC 301,770$49,647,1392.59%
Arlington Financial Advisors, LLC 39,227$6,453,6652.49%
Sound Stewardship, LLC 17,675$2,907,8331.96%
Resource Planning Group 10,225$1,682,1651.37%
Callan Capital, LLC 68,036$11,193,2631.30%
Charles Schwab Investment Advisory, Inc. 4,176,965$687,194,3011.10%
Verum Partners LLC 4,809$791,2180.84%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders