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

INVESCO EXCHANGE TRADED FD T's ticker is PRF and the CUSIP is 46137V613. A total of 381 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$2,122,422
-3.1%
66,701
+398.1%
0.38%
+3.5%
Q2 2023$2,191,405
+4.4%
13,391
+0.0%
0.37%
-7.7%
Q1 2023$2,099,358
+0.9%
13,390
-0.1%
0.40%
-8.2%
Q4 2022$2,079,770
+11.3%
13,405
-0.5%
0.44%
+4.3%
Q3 2022$1,869,000
-6.9%
13,470
-0.6%
0.42%
+6.3%
Q2 2022$2,008,000
-13.9%
13,549
-0.7%
0.39%
+4.5%
Q1 2022$2,331,000
-1.0%
13,644
-0.5%
0.38%
-1.8%
Q4 2021$2,355,000
+8.2%
13,713
-0.2%
0.38%
+0.5%
Q3 2021$2,176,000
-1.2%
13,7430.0%0.38%
-1.3%
Q2 2021$2,203,000
+5.1%
13,743
-0.6%
0.39%
-3.0%
Q1 2021$2,096,000
+13.9%
13,8210.0%0.40%
+9.0%
Q4 2020$1,841,000
+17.0%
13,8210.0%0.37%
+1.9%
Q3 2020$1,573,000
+3.1%
13,821
-1.9%
0.36%
-3.8%
Q2 2020$1,525,000
+17.4%
14,082
+0.2%
0.37%
-7.0%
Q1 2020$1,299,000
-28.0%
14,057
-1.2%
0.40%
-1.5%
Q4 2019$1,803,000
+7.5%
14,231
+0.0%
0.41%
-3.8%
Q3 2019$1,677,000
+1.0%
14,2300.0%0.42%
+15.3%
Q2 2019$1,660,000
-0.7%
14,230
-3.5%
0.37%
+1.1%
Q1 2019$1,672,000
+10.1%
14,746
-1.4%
0.36%
-41.8%
Q4 2018$1,519,00014,9520.62%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2021
NameSharesValueWeighting ↓
Pinnacle Financial Group, LLC / IL 143,197$22,450,38613.40%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 114,468$17,946,24013.03%
Arbor Investment Advisors, LLC 440,145$69,005,88812.70%
McIlrath & Eck, LLC 295,780$46,372,38310.82%
Baystate Wealth Management LLC 605,487$94,928,3368.26%
SAXON INTERESTS, INC. 89,931$14,099,3917.97%
Waverly Advisors, LLC 964,853$151,269,6007.90%
Garrett Wealth Advisory Group, LLC 101,181$15,863,1777.74%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 225,295$35,321,7507.06%
Montz Harcus Wealth Management LLC 46,010$7,213,4426.66%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders