Waverly 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 206 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$52,368,470
+3.1%
1,587,404
+436.9%
2.28%
+2.5%
Q2 2023$50,805,094
+2.3%
295,671
-2.0%
2.23%
-14.0%
Q1 2023$49,647,139
+1.6%
301,770
-2.2%
2.59%
-4.5%
Q4 2022$48,874,838
+4.3%
308,534
-4.1%
2.71%
-17.7%
Q3 2022$46,862,000
-1.4%
321,614
+3.8%
3.30%
-24.2%
Q2 2022$47,518,000
-12.5%
309,884
+4.2%
4.35%
-5.3%
Q1 2022$54,310,000
+4.8%
297,313
+2.9%
4.59%
+2.6%
Q4 2021$51,821,000
-5.7%
288,875
+5.0%
4.48%
-4.7%
Q3 2021$54,971,000
+13.8%
275,118
+4.4%
4.70%
+5.4%
Q2 2021$48,295,000
+4.0%
263,505
+2.8%
4.46%
-2.9%
Q1 2021$46,438,000
-0.5%
256,348
-3.8%
4.59%
-6.4%
Q4 2020$46,685,000
+49.9%
266,359
+2.2%
4.90%
+18.3%
Q3 2020$31,143,000
-3.0%
260,655
+1.0%
4.14%
-0.4%
Q2 2020$32,113,000
+38.0%
257,957
-0.8%
4.16%
+5.9%
Q1 2020$23,263,000
-21.6%
260,095
+18.7%
3.93%
+0.8%
Q4 2019$29,663,000
+8.0%
219,192
+1.3%
3.90%
-1.1%
Q3 2019$27,460,000
+3.9%
216,357
+4.5%
3.94%
+0.1%
Q2 2019$26,427,000
+1.6%
206,981
+1.5%
3.94%
-2.2%
Q1 2019$26,012,000
+15.0%
203,872
+2.4%
4.03%
+1.9%
Q4 2018$22,623,000
-23.0%
199,037
-3.6%
3.95%
-8.9%
Q3 2018$29,373,000
+3.2%
206,475
+1.0%
4.34%
-2.1%
Q2 2018$28,450,000204,4424.43%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2022
NameSharesValueWeighting ↓
Arbor Investment Advisors, LLC 156,022$25,668,7664.73%
Johnson & White Wealth Management, LLC 27,289$4,4904.00%
Three Bridge Wealth Advisors, LLC 37,631$6,190,9992.87%
Waverly Advisors, LLC 301,770$49,647,1392.59%
Arlington Financial Advisors, LLC 39,227$6,453,6652.49%
Sound Stewardship, LLC 17,675$2,907,8331.96%
Resource Planning Group 10,225$1,682,1651.37%
Callan Capital, LLC 68,036$11,193,2631.30%
Charles Schwab Investment Advisory, Inc. 4,176,965$687,194,3011.10%
Verum Partners LLC 4,809$791,2180.84%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders