INVESCO EXCHANGE TRADED FD T's ticker is PEY and the CUSIP is 46137V563.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,433 | -0.2% | 700 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $13,454 | -3.5% | 700 | 0.0% | 0.00% | -50.0% |
Q1 2023 | $13,944 | -3.7% | 700 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $14,483 | +11.4% | 700 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $13,000 | -7.1% | 700 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $14,000 | -6.7% | 700 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $15,000 | 0.0% | 700 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $15,000 | +7.1% | 700 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $14,000 | – | 700 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Ahrens Investment Partners LLC | 967,280 | $17,353,000 | 6.52% |
RPg Family Wealth Advisory, LLC | 218,469 | $3,919,343,000 | 2.95% |
Merriman Wealth Management, LLC | 422,395 | $7,578,000 | 1.62% |
Sequoia Wealth Management, LLC | 87,759 | $1,579,000 | 1.36% |
Capital Advisors, Ltd. LLC | 264,072 | $4,737,000 | 1.34% |
AFT, FORSYTH & COMPANY, INC. | 42,180 | $757,000 | 0.63% |
Madrona Financial Services, LLC | 44,695 | $802,000 | 0.61% |
B. Riley Wealth Management, Inc. | 89,089 | $1,598,000 | 0.39% |
Claraphi Advisory Network, LLC | 31,339 | $562,000 | 0.31% |
Clearwater Capital Advisors, LLC | 80,032 | $1,436,000 | 0.28% |