INVESCO EXCHANGE TRADED FD T's ticker is PFM and the CUSIP is 46137V506. A total of 118 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,116 | -4.4% | 7,148 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $273,268 | +10.1% | 7,148 | +5.4% | 0.00% | 0.0% |
| Q1 2023 | $248,111 | +3.9% | 6,779 | +3.7% | 0.00% | 0.0% |
| Q4 2022 | $238,768 | +13.2% | 6,538 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $211,000 | -6.6% | 6,538 | 0.0% | 0.01% | +20.0% |
| Q2 2022 | $226,000 | -10.0% | 6,538 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $251,000 | -3.5% | 6,538 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $260,000 | +7.4% | 6,538 | -2.8% | 0.01% | 0.0% |
| Q3 2021 | $242,000 | +2.1% | 6,723 | +2.8% | 0.01% | -16.7% |
| Q2 2021 | $237,000 | +4.4% | 6,538 | -0.4% | 0.01% | 0.0% |
| Q1 2021 | $227,000 | -5.4% | 6,561 | -16.1% | 0.01% | -40.0% |
| Q4 2019 | $240,000 | +4.3% | 7,819 | +0.1% | 0.01% | 0.0% |
| Q3 2019 | $230,000 | +2.2% | 7,814 | +0.1% | 0.01% | 0.0% |
| Q2 2019 | $225,000 | +21.0% | 7,809 | +16.7% | 0.01% | +11.1% |
| Q1 2019 | $186,000 | – | 6,694 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Private Wealth Advisors | 937,671 | $34,253,076 | 6.48% |
| Flaharty Asset Management, LLC | 749,064 | $27,363,316 | 4.58% |
| Capital Advisory Group Advisory Services, LLC | 49,357 | $1,803,011 | 1.02% |
| EUDAIMONIA ADVISORS LLC | 39,166 | $1,430,734 | 1.00% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 423,799 | $15,481,394 | 0.54% |
| Golden State Equity Partners | 48,115 | $1,757,641 | 0.49% |
| Bond & Devick Financial Network, Inc. | 13,020 | $475,621 | 0.31% |
| Institute for Wealth Management, LLC. | 40,610 | $1,483,473 | 0.27% |
| Aspire Wealth Management Corp | 8,504 | $310,637 | 0.24% |
| StrategIQ Financial Group, LLC | 54,269 | $1,982,457 | 0.23% |