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 196 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 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 Q4 2021
NameSharesValueWeighting ↓
Arbor Investment Advisors, LLC 133,100$24,289,0004.89%
Waverly Advisors, LLC 275,118$54,971,0004.70%
Solitude Financial Services 32,216$5,879,0004.05%
WADDELL & ASSOCIATES, LLC 121,493$22,171,0003.78%
Pinnacle Wealth Management Group, Inc. 23,146$4,224,0003.18%
Arlington Financial Advisors, LLC 41,376$7,551,0002.96%
Resource Planning Group 12,113$2,211,0001.39%
Charles Schwab Trust Co 35,490$6,477,0001.27%
WealthBridge Capital Management, LLC 11,223$2,048,0000.76%
Carroll Financial Associates, Inc. 72,881$13,300,0000.74%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders