EXENCIAL 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 223 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$322,973
-4.0%
9,790
+400.0%
0.02%
+6.7%
Q2 2023$336,444
+4.4%
1,9580.0%0.02%
-11.8%
Q1 2023$322,131
+3.9%
1,9580.0%0.02%0.0%
Q4 2022$310,167
+8.8%
1,9580.0%0.02%0.0%
Q3 2022$285,000
-5.0%
1,9580.0%0.02%0.0%
Q2 2022$300,000
-16.2%
1,9580.0%0.02%
-5.6%
Q1 2022$358,000
-4.5%
1,9580.0%0.02%0.0%
Q4 2021$375,000
+2.5%
1,9580.0%0.02%
-10.0%
Q2 2021$366,000
+10.2%
1,958
+4.1%
0.02%0.0%
Q1 2021$332,000
+16.9%
1,8800.0%0.02%
+5.3%
Q4 2020$284,000
+29.1%
1,8800.0%0.02%
+58.3%
Q3 2020$220,000
+4.8%
1,8800.0%0.01%
-33.3%
Q2 2020$210,000
-18.3%
1,8800.0%0.02%
-60.0%
Q4 2019$257,000
+7.5%
1,8800.0%0.04%
-11.8%
Q3 2019$239,000
-0.4%
1,8800.0%0.05%
-8.9%
Q2 2019$240,0000.0%1,8800.0%0.06%
-1.8%
Q1 2019$240,000
+12.1%
1,8800.0%0.06%0.0%
Q4 2018$214,000
-19.9%
1,8800.0%0.06%
-8.1%
Q3 2018$267,0001,8800.06%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 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