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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $447,728 | -6.8% | 12,256 | -2.4% | 0.01% | -7.7% |
| Q2 2023 | $480,155 | +3.7% | 12,560 | -0.8% | 0.01% | 0.0% |
| Q1 2023 | $463,243 | -0.0% | 12,657 | -0.3% | 0.01% | -7.1% |
| Q4 2022 | $463,401 | +3.9% | 12,689 | -8.1% | 0.01% | -12.5% |
| Q3 2022 | $446,000 | -6.1% | 13,806 | +0.2% | 0.02% | 0.0% |
| Q2 2022 | $475,000 | -2.9% | 13,773 | +8.2% | 0.02% | +14.3% |
| Q1 2022 | $489,000 | -2.0% | 12,726 | +1.3% | 0.01% | 0.0% |
| Q4 2021 | $499,000 | +9.4% | 12,567 | -1.0% | 0.01% | -6.7% |
| Q3 2021 | $456,000 | +2.0% | 12,691 | +3.0% | 0.02% | +7.1% |
| Q2 2021 | $447,000 | +4.9% | 12,318 | +0.1% | 0.01% | -12.5% |
| Q1 2021 | $426,000 | +0.7% | 12,301 | -4.5% | 0.02% | -5.9% |
| Q4 2020 | $423,000 | -14.2% | 12,876 | -20.9% | 0.02% | -26.1% |
| Q3 2020 | $493,000 | -35.6% | 16,287 | -40.1% | 0.02% | -45.2% |
| Q2 2020 | $766,000 | -5.9% | 27,168 | -17.7% | 0.04% | -20.8% |
| Q1 2020 | $814,000 | -26.8% | 32,997 | -8.9% | 0.05% | -8.6% |
| Q4 2019 | $1,112,000 | +10.2% | 36,207 | +2.9% | 0.06% | -6.5% |
| Q3 2019 | $1,009,000 | 0.0% | 35,178 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $1,009,000 | +10.9% | 35,178 | +7.0% | 0.06% | -3.1% |
| Q1 2019 | $910,000 | – | 32,890 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Private Wealth Advisors | 937,671 | $34,253,076 | 6.48% |
| Flaharty Asset Management, LLC | 749,064 | $27,363,316 | 4.58% |
| Capital Advisory Group Advisory Services, LLC | 49,357 | $1,803,011 | 1.02% |
| EUDAIMONIA ADVISORS LLC | 39,166 | $1,430,734 | 1.00% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 423,799 | $15,481,394 | 0.54% |
| Golden State Equity Partners | 48,115 | $1,757,641 | 0.49% |
| Bond & Devick Financial Network, Inc. | 13,020 | $475,621 | 0.31% |
| Institute for Wealth Management, LLC. | 40,610 | $1,483,473 | 0.27% |
| Aspire Wealth Management Corp | 8,504 | $310,637 | 0.24% |
| StrategIQ Financial Group, LLC | 54,269 | $1,982,457 | 0.23% |