JFS WEALTH ADVISORS, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PRFZ and the CUSIP is 46137V597. A total of 7 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$2,134,320
-6.9%
64,696
+384.8%
0.20%
-2.4%
Q2 2023$2,292,836
+4.4%
13,344
-0.1%
0.21%
-0.5%
Q1 2023$2,196,604
+2.3%
13,352
-1.5%
0.21%
-1.4%
Q4 2022$2,146,319
+3.8%
13,549
-4.5%
0.21%
-7.5%
Q3 2022$2,067,000
-11.6%
14,186
-6.9%
0.23%
-8.1%
Q2 2022$2,337,000
-18.2%
15,244
-2.5%
0.25%
-8.5%
Q1 2022$2,857,000
-7.3%
15,642
-2.7%
0.27%
-7.2%
Q4 2021$3,083,000
+0.4%
16,084
-4.5%
0.29%
-7.6%
Q3 2021$3,072,000
-3.8%
16,836
-1.5%
0.32%
-34.0%
Q2 2021$3,195,000
+2.9%
17,096
-2.9%
0.48%
-24.8%
Q1 2021$3,106,000
+7.6%
17,614
-7.9%
0.63%
+4.6%
Q4 2020$2,886,000
+13.9%
19,118
-11.7%
0.61%
+0.7%
Q3 2020$2,534,000
+3.0%
21,641
-1.7%
0.60%
-5.6%
Q2 2020$2,460,000
+4.3%
22,024
-16.5%
0.64%
-9.8%
Q1 2020$2,358,000
-34.6%
26,362
-0.1%
0.71%
-20.4%
Q4 2019$3,608,000
+6.0%
26,390
-1.6%
0.89%
+2.3%
Q3 2019$3,404,000
-4.1%
26,819
-3.5%
0.87%
-3.3%
Q2 2019$3,549,000
-5.0%
27,792
-5.1%
0.90%
-7.8%
Q1 2019$3,737,000
-8.1%
29,286
-18.1%
0.97%
-10.6%
Q4 2018$4,066,000
-23.1%
35,772
-3.8%
1.09%
-20.0%
Q3 2018$5,288,000
-4.1%
37,169
-6.2%
1.36%
-6.2%
Q2 2018$5,515,00039,6331.45%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2023
NameSharesValueWeighting ↓
Arbor Investment Advisors, LLC 153,303$22,338,0005.40%
Johnson & White Wealth Management, LLC 25,648$3,737,0004.22%
Waverly Advisors, LLC 321,614$46,862,0003.30%
Arlington Financial Advisors, LLC 39,605$5,771,0002.93%
Three Bridge Wealth Advisors, LLC 30,243$4,407,0002.24%
Resource Planning Group 14,673$2,138,0001.86%
Callan Capital, LLC 60,950$8,881,0001.45%
Prairiewood Capital, LLC 10,875$1,585,0001.31%
Charles Schwab Investment Advisory, Inc. 4,293,430$625,596,0001.14%
Accredited Investors Inc. 46,561$6,784,0000.79%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders