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 409 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2023. The put-call ratio across all filers is 0.06 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 Q1 2023
NameSharesValueWeighting ↓
Callan Capital, LLC 601,093$71,392,00023.57%
Arbor Investment Advisors, LLC 434,778$51,639,00019.19%
McIlrath & Eck, LLC 248,615$29,528,00017.00%
Baystate Wealth Management LLC 787,943$90,976,00016.07%
Geller Advisors LLC 212,236$25,207,00014.90%
Carroll Financial Associates, Inc. 1,182,648$140,463,00014.86%
Waverly Advisors, LLC 836,709$99,376,00014.67%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 232,190$27,577,0007.79%
Tillar-Wenstrup Advisors, LLC 94,771$11,256,0006.12%
PFS INVESTMENTS INC. 619,855$73,620,0005.12%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders