Perigon Wealth Management, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PRFZ and the CUSIP is 46137V597. A total of 164 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$3,645,551
-51.3%
110,503
+153.8%
0.15%
+0.7%
Q2 2023$7,482,214
+111.8%
43,546
+102.8%
0.15%
-26.9%
Q1 2023$3,532,347
+7.3%
21,471
+3.3%
0.20%
+97.1%
Q4 2022$3,292,901
+4.5%
20,787
-3.9%
0.10%
-62.5%
Q3 2022$3,152,000
-1.2%
21,629
+3.9%
0.27%
+1.9%
Q2 2022$3,191,000
-16.0%
20,808
+0.1%
0.27%
-0.4%
Q1 2022$3,798,000
-2.6%
20,793
+2.2%
0.27%
-3.9%
Q4 2021$3,900,000
+7.8%
20,345
+2.6%
0.28%
-11.1%
Q3 2021$3,618,000
+0.7%
19,826
+3.1%
0.31%
-1.9%
Q2 2021$3,594,000
+16.8%
19,231
+10.2%
0.32%
+1.9%
Q1 2021$3,077,000
+26.0%
17,448
+7.8%
0.31%
+10.6%
Q4 2020$2,443,000
+32.3%
16,187
+2.7%
0.28%
+10.1%
Q3 2020$1,846,000
+25.9%
15,762
+20.1%
0.26%
+11.2%
Q2 2020$1,466,000
+41.0%
13,122
+22.2%
0.23%
+19.6%
Q1 2020$1,040,000
-30.7%
10,735
-2.3%
0.19%
-36.6%
Q4 2019$1,501,000
+16.5%
10,987
+8.2%
0.31%
+1.3%
Q3 2019$1,288,000
+12.2%
10,151
+12.9%
0.30%
+12.3%
Q2 2019$1,148,000
-2.7%
8,991
-2.6%
0.27%
-1.8%
Q1 2019$1,180,000
+57.1%
9,228
+39.6%
0.27%
+42.7%
Q4 2018$751,000
-23.7%
6,608
-4.5%
0.19%
-20.7%
Q3 2018$984,000
-68.8%
6,917
-68.0%
0.24%
-11.0%
Q3 2011$3,152,00021,6290.27%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2018
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 591,230$80,827,00020.87%
WADDELL & ASSOCIATES, LLC 275,509$37,665,00011.24%
Waverly Advisors, LLC 219,192$29,663,0003.90%
Arlington Financial Advisors, LLC 40,672$5,560,0003.09%
Cardan Capital Partners, LLC 152,740$20,881,0002.79%
Resource Planning Group 25,234$3,450,0001.98%
Accredited Investors Inc. 80,693$11,032,0001.87%
Charles Schwab Trust Co 35,210$4,814,0001.87%
Marquette Asset Management, LLC 35,199$4,812,0001.58%
Callan Capital, LLC 41,580$5,684,0001.56%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders