INVESCO EXCHANGE TRADED FD T's ticker is PYZ and the CUSIP is 46137V704.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $233,371 | -33.9% | 2,971 | -27.8% | 0.00% | -33.3% |
| Q2 2023 | $352,843 | -54.4% | 4,115 | -54.8% | 0.00% | -57.1% |
| Q1 2023 | $774,582 | +135.1% | 9,112 | -74.0% | 0.01% | -58.8% |
| Q4 2022 | $329,468 | -18.6% | 34,983 | +502.9% | 0.02% | +240.0% |
| Q3 2022 | $405,000 | -84.1% | 5,802 | -83.6% | 0.01% | -78.3% |
| Q2 2022 | $2,555,000 | -25.5% | 35,377 | +1.9% | 0.02% | -11.5% |
| Q1 2022 | $3,428,000 | +235.7% | 34,705 | +221.6% | 0.03% | +225.0% |
| Q4 2021 | $1,021,000 | -74.4% | 10,790 | -77.1% | 0.01% | -68.0% |
| Q3 2021 | $3,987,000 | -22.6% | 47,038 | -19.6% | 0.02% | -44.4% |
| Q2 2021 | $5,151,000 | +9.5% | 58,538 | +3.3% | 0.04% | 0.0% |
| Q1 2021 | $4,705,000 | +144.3% | 56,647 | +110.5% | 0.04% | +125.0% |
| Q4 2020 | $1,926,000 | +48050.0% | 26,909 | +33536.2% | 0.02% | – |
| Q2 2020 | $4,000 | – | 80 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PDS Planning, Inc | 6,279 | $332,000 | 0.28% |
| SignalPoint Asset Management, LLC | 6,081 | $322,000 | 0.16% |
| Ameritas Investment Company, LLC | 1,881 | $100,000 | 0.02% |
| Wealthcare Advisory Partners LLC | 2,052 | $109,000 | 0.02% |
| Genesee Capital Advisors, LLC | 225 | $12,000 | 0.02% |
| Geneos Wealth Management Inc. | 4,150 | $219,000 | 0.02% |
| Laurel Wealth Advisors LLC | 707 | $37,000 | 0.02% |
| McIlrath & Eck, LLC | 325 | $17,000 | 0.01% |
| Quad-Cities Investment Group, LLC | 200 | $11,000 | 0.01% |
| Founders Capital Management | 165 | $9,000 | 0.01% |