EP Wealth Advisors, LLC - 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
EP Wealth Advisors, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$670,143
-10.7%
18,345
+1135.4%
0.01%
-9.1%
Q2 2023$750,073
+86.8%
1,485
-88.5%
0.01%
+57.1%
Q1 2023$401,444
-47.2%
12,859
-38.2%
0.01%
-50.0%
Q4 2022$760,456
+2.6%
20,823
-9.2%
0.01%
-17.6%
Q3 2022$741,000
-6.3%
22,9230.0%0.02%
-5.6%
Q2 2022$791,000
-13.7%
22,923
-3.9%
0.02%
-10.0%
Q1 2022$917,000
-3.2%
23,8480.0%0.02%
-9.1%
Q4 2021$947,000
+10.4%
23,8480.0%0.02%
-8.3%
Q3 2021$858,000
-0.8%
23,8480.0%0.02%0.0%
Q2 2021$865,000
+4.8%
23,8480.0%0.02%
-7.7%
Q1 2021$825,00023,8480.03%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
Flaharty Asset Management, LLC 438,708$16,868,0003.10%
Horizon Wealth Management, LLC 150,291$5,779,0001.80%
Good Life Advisors, LLC 294,555$11,326,0001.41%
Capital Advisory Group Advisory Services, LLC 46,821$1,800,0000.84%
EUDAIMONIA ADVISORS LLC 34,502$1,327,0000.76%
Bond & Devick Financial Network, Inc. 15,625$601,0000.48%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 318,472$11,739,0000.47%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 258,258$9,913,0000.38%
GoalVest Advisory LLC 11,844$455,0000.26%
Institute for Wealth Management, LLC. 40,910$1,573,0000.26%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders