Creative Planning - INVESCO EXCHANGE TRADED FD T ownership

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
Creative Planning ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$332,614
-18.1%
9,105
-14.3%
0.00%
-100.0%
Q2 2023$406,183
+4.6%
10,625
+0.2%
0.00%0.0%
Q1 2023$388,147
+0.4%
10,605
+0.2%
0.00%0.0%
Q4 2022$386,529
+13.0%
10,584
+0.2%
0.00%0.0%
Q3 2022$342,000
-6.0%
10,563
+0.2%
0.00%0.0%
Q2 2022$364,000
-10.6%
10,544
-0.5%
0.00%0.0%
Q1 2022$407,000
-3.1%
10,593
+0.2%
0.00%0.0%
Q4 2021$420,000
+3.2%
10,574
-6.5%
0.00%0.0%
Q3 2021$407,000
-2.2%
11,308
-1.5%
0.00%0.0%
Q2 2021$416,000
+14.6%
11,475
+9.2%
0.00%0.0%
Q1 2021$363,000
+5.2%
10,508
+0.2%
0.00%0.0%
Q4 2020$345,000
-46.9%
10,489
-51.2%
0.00%
-50.0%
Q3 2020$650,000
+7.4%
21,489
+0.1%
0.00%0.0%
Q2 2020$605,000
+29.0%
21,467
+12.8%
0.00%0.0%
Q1 2020$469,000
+34.8%
19,028
+68.0%
0.00%
+100.0%
Q4 2019$348,000
+3.9%
11,3240.0%0.00%0.0%
Q3 2019$335,000
+3.1%
11,3240.0%0.00%0.0%
Q2 2019$325,000
+3.8%
11,3240.0%0.00%0.0%
Q1 2019$313,000
+11.8%
11,3240.0%0.00%0.0%
Q4 2018$280,000
-15.4%
11,324
-5.8%
0.00%0.0%
Q3 2018$331,000
+7.1%
12,0240.0%0.00%0.0%
Q2 2018$309,00012,0240.00%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
StrategIQ Financial Group, LLC 68,506$1,965,0000.57%
NewFocus Financial Group, LLC 29,364$842,0000.39%
Koshinski Asset Management, Inc. 27,000$774,0000.32%
Institute for Wealth Management, LLC. 42,700$1,225,0000.27%
QUEST CAPITAL MANAGEMENT INC /ADV 27,414$786,0000.20%
WBH ADVISORY INC 28,908$829,0000.19%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 8,025$230,0000.17%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 12,151$348,0000.16%
Stratford Consulting, LLC 10,051$288,0000.10%
Cornerstone Wealth Management, LLC 16,071$462,0000.08%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders