Creative Planning - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PRFZ and the CUSIP is 46137V597. A total of 175 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2020. The put-call ratio across all filers is 0.98 and the average weighting 0.3%.

Quarter-by-quarter ownership
Creative Planning ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$2,718,051
+19.7%
82,390
+523.6%
0.00%
+33.3%
Q2 2023$2,270,105
-0.6%
13,211
-4.8%
0.00%0.0%
Q1 2023$2,282,963
+18.7%
13,877
+14.3%
0.00%0.0%
Q4 2022$1,922,999
+10.8%
12,139
+2.0%
0.00%0.0%
Q3 2022$1,735,000
-4.8%
11,905
+0.2%
0.00%0.0%
Q2 2022$1,822,000
-5.5%
11,883
+12.5%
0.00%0.0%
Q1 2022$1,929,000
+24.1%
10,560
+30.3%
0.00%
+50.0%
Q4 2021$1,554,000
+8.9%
8,107
+3.7%
0.00%
-33.3%
Q3 2021$1,427,000
-1.8%
7,820
+0.6%
0.00%0.0%
Q2 2021$1,453,000
+19.4%
7,774
+12.7%
0.00%
+50.0%
Q1 2021$1,217,000
+20.9%
6,901
+3.4%
0.00%0.0%
Q4 2020$1,007,000
+35.5%
6,671
+5.1%
0.00%0.0%
Q3 2020$743,000
+16.3%
6,347
+11.0%
0.00%0.0%
Q2 2020$639,000
+28.3%
5,719
+2.7%
0.00%0.0%
Q1 2020$498,000
-45.2%
5,568
-16.3%
0.00%
-33.3%
Q4 2019$909,000
+16.7%
6,651
+8.4%
0.00%0.0%
Q3 2019$779,000
-0.4%
6,135
+0.1%
0.00%0.0%
Q2 2019$782,000
+9.2%
6,127
+9.3%
0.00%0.0%
Q1 2019$716,000
+21.8%
5,608
+8.3%
0.00%
+50.0%
Q4 2018$588,000
-18.2%
5,176
+2.4%
0.00%
-33.3%
Q3 2018$719,000
+9.8%
5,054
+7.4%
0.00%0.0%
Q2 2018$655,0004,7040.00%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2020
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