Modera 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
Modera Wealth Management, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$1,150,086
-3.3%
36,143
+397.4%
0.02%0.0%
Q2 2023$1,189,005
+4.4%
7,266
+0.0%
0.02%
-50.0%
Q1 2023$1,138,870
-3.0%
7,264
-4.1%
0.04%
-8.3%
Q4 2022$1,174,611
-21.4%
7,571
-29.7%
0.05%
-36.8%
Q3 2022$1,495,000
-12.0%
10,776
-6.0%
0.08%
-6.2%
Q2 2022$1,699,000
-24.1%
11,462
-12.5%
0.08%
-18.2%
Q1 2022$2,238,000
-4.2%
13,096
-3.8%
0.10%
+11.2%
Q4 2021$2,337,000
+743.7%
13,608
+678.5%
0.09%
+535.7%
Q3 2021$277,000
-1.1%
1,7480.0%0.01%
-6.7%
Q2 2021$280,000
+5.7%
1,7480.0%0.02%
-11.8%
Q1 2021$265,000
+13.7%
1,7480.0%0.02%
-5.6%
Q4 2020$233,0001,7480.02%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2021
NameSharesValueWeighting ↓
Pinnacle Financial Group, LLC / IL 125,487$21,441,00017.37%
McIlrath & Eck, LLC 289,780$49,512,00014.32%
Waverly Advisors, LLC 973,283$166,295,00014.06%
Arbor Investment Advisors, LLC 421,589$72,033,00013.74%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 75,166$12,843,00010.91%
Solitude Financial Services 86,223$14,732,0009.21%
Baystate Wealth Management LLC 571,571$97,659,0008.62%
RFG Advisory, LLC 754,098$128,845,0008.22%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 232,200$39,674,0007.18%
Detalus Advisors, LLC 76,756$13,115,0006.91%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders