Cerity Partners LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PRFZ and the CUSIP is 46137V597. A total of 253 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q2 2024$4,608,142
-6.4%
120,822
-3.6%
0.01%
-7.7%
Q1 2024$4,922,648
+3.8%
125,317
-1.0%
0.01%
-18.8%
Q4 2023$4,743,972
+40.6%
126,532
+23.8%
0.02%0.0%
Q3 2023$3,372,964
-25.9%
102,242
+286.0%
0.02%
-11.1%
Q2 2023$4,550,919
+630.9%
26,486
+596.6%
0.02%
+1700.0%
Q1 2023$622,644
+7.7%
3,802
+4.3%
0.00%
-75.0%
Q4 2022$577,931
+6.2%
3,647
-2.2%
0.00%
-42.9%
Q3 2022$544,000
-3.7%
3,730
+1.2%
0.01%
+16.7%
Q2 2022$565,000
-5.8%
3,684
+12.2%
0.01%
-33.3%
Q1 2022$600,000
-4.6%
3,2820.0%0.01%
-10.0%
Q4 2021$629,000
+5.0%
3,2820.0%0.01%
-23.1%
Q3 2021$599,000
-2.1%
3,282
+0.2%
0.01%0.0%
Q2 2021$612,000
+5.9%
3,2750.0%0.01%
-7.1%
Q1 2021$578,000
-8.7%
3,275
-21.9%
0.01%
-30.0%
Q4 2020$633,000
-13.2%
4,192
-32.7%
0.02%
-33.3%
Q3 2020$729,000
-15.5%
6,225
-19.4%
0.03%
-37.5%
Q2 2020$863,000
+10.6%
7,725
-11.5%
0.05%
-2.0%
Q1 2020$780,000
-63.7%
8,725
-44.5%
0.05%
-55.5%
Q4 2019$2,150,000
+7.7%
15,7250.0%0.11%
-6.0%
Q3 2019$1,996,000
-44.6%
15,725
-44.3%
0.12%
-48.5%
Q2 2019$3,604,00028,2230.23%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2023
NameSharesValueWeighting ↓
Arbor Investment Advisors, LLC 154,900$23,752,0005.08%
Waverly Advisors, LLC 309,884$47,518,0004.35%
Pinnacle Wealth Management Group, Inc. 27,335$4,192,0003.51%
Arlington Financial Advisors, LLC 39,545$6,064,0002.72%
Three Bridge Wealth Advisors, LLC 30,565$4,687,0002.30%
Resource Planning Group 14,777$2,266,0001.89%
Charles Schwab Investment Advisory, Inc. 4,529,962$694,625,0001.21%
Callan Capital, LLC 46,027$7,058,0001.09%
Federation des caisses Desjardins du Quebec 432,134$66,263,4280.74%
Frontier Wealth Management LLC 63,169$9,686,0000.70%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders