Carroll Financial Associates, Inc. - INVESCO EXCHANGE TRADED FD T ownership

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INVESCO EXCHANGE TRADED FD T's ticker is PFM and the CUSIP is 46137V506. A total of 118 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q4 2021$788,000
+10.2%
19,908
-0.0%
0.04%
+5.0%
Q3 2021$715,000
-0.7%
19,910
+0.3%
0.04%
-2.4%
Q2 2021$720,000
+5.1%
19,859
+0.2%
0.04%
-2.4%
Q1 2021$685,000
+3.9%
19,810
-1.3%
0.04%
-4.5%
Q4 2020$659,000
+8.9%
20,069
+0.3%
0.04%
-6.4%
Q3 2020$605,000
+7.7%
20,015
+0.2%
0.05%0.0%
Q2 2020$562,000
+47.9%
19,966
+29.4%
0.05%
+27.0%
Q1 2020$380,000
-22.3%
15,425
-3.1%
0.04%
-5.1%
Q4 2019$489,000
+10.4%
15,924
+6.1%
0.04%0.0%
Q3 2019$443,000
-5.5%
15,004
-8.4%
0.04%
-4.9%
Q2 2019$469,000
+2.4%
16,382
-1.1%
0.04%
-4.7%
Q1 2019$458,000
+4.6%
16,559
-5.6%
0.04%
-12.2%
Q4 2018$438,000
-45.7%
17,544
-40.1%
0.05%
-42.4%
Q3 2018$806,000
+2.4%
29,277
-4.6%
0.08%
+1.2%
Q2 2018$787,000–30,677–0.08%–
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Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
Flaharty Asset Management, LLC 438,708$16,868,0003.10%
Horizon Wealth Management, LLC 150,291$5,779,0001.80%
Good Life Advisors, LLC 294,555$11,326,0001.41%
Capital Advisory Group Advisory Services, LLC 46,821$1,800,0000.84%
EUDAIMONIA ADVISORS LLC 34,502$1,327,0000.76%
Bond & Devick Financial Network, Inc. 15,625$601,0000.48%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 318,472$11,739,0000.47%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 258,258$9,913,0000.38%
GoalVest Advisory LLC 11,844$455,0000.26%
Institute for Wealth Management, LLC. 40,910$1,573,0000.26%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders