Callan Capital, LLC - 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
Callan Capital, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$10,875,223
-3.3%
329,652
+403.8%
1.16%
-6.4%
Q2 2023$11,244,436
+0.5%
65,439
-3.8%
1.24%
-4.0%
Q1 2023$11,193,263
+3.5%
68,036
-0.3%
1.30%
-2.9%
Q4 2022$10,811,610
+21.7%
68,251
+12.0%
1.34%
-7.7%
Q3 2022$8,881,000
+25.8%
60,950
+32.4%
1.45%
+32.8%
Q2 2022$7,058,000
+1.3%
46,027
+20.6%
1.09%
+13.7%
Q1 2022$6,970,000
+19.3%
38,155
+25.2%
0.96%
+12.8%
Q4 2021$5,841,000
+44.1%
30,468
+37.2%
0.85%
+26.0%
Q3 2021$4,053,000
-4.0%
22,209
-1.6%
0.67%
-8.0%
Q2 2021$4,220,000
-10.5%
22,581
-15.6%
0.73%
-14.6%
Q1 2021$4,715,000
-0.7%
26,739
-15.0%
0.86%
-11.2%
Q4 2020$4,747,000
+16.0%
31,449
-10.0%
0.97%
+5.2%
Q3 2020$4,092,000
+1.0%
34,951
-3.6%
0.92%
-9.6%
Q2 2020$4,051,000
+25.5%
36,264
+0.5%
1.02%
+2.2%
Q1 2020$3,229,000
-43.2%
36,100
-13.2%
0.99%
-36.4%
Q4 2019$5,684,000
-4.4%
41,580
-11.3%
1.56%
-8.3%
Q3 2019$5,948,000
-2.6%
46,867
-2.0%
1.70%
-13.3%
Q2 2019$6,107,000
-1.1%
47,832
-1.2%
1.97%
-2.5%
Q1 2019$6,176,000
+7.1%
48,406
-4.6%
2.02%
-4.0%
Q4 2018$5,766,000
-21.4%
50,728
-1.6%
2.10%
-13.2%
Q3 2018$7,333,000
+0.2%
51,549
-2.0%
2.42%
-4.5%
Q2 2018$7,318,00052,5852.54%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2020
NameSharesValueWeighting ↓
Arbor Investment Advisors, LLC 136,015$26,075,0004.87%
Solitude Financial Services 36,284$6,956,0004.63%
Waverly Advisors, LLC 288,875$51,821,0004.48%
WADDELL & ASSOCIATES, LLC 124,048$23,781,0003.77%
Pinnacle Wealth Management Group, Inc. 19,386$3,716,0002.75%
Arlington Financial Advisors, LLC 41,222$7,903,0002.68%
Resource Planning Group 10,308$1,976,0001.33%
Callan Capital, LLC 30,468$5,841,0000.85%
Carroll Financial Associates, Inc. 72,460$13,902,0000.74%
Sterling Financial Planning, Inc. 6,087$1,167,0000.73%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders