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

INVESCO EXCHANGE TRADED FD T's ticker is PWV and the CUSIP is 46137V738. A total of 115 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Circle Wealth Management, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q4 2020$280,000
-21.3%
7,250
-30.8%
0.04%
-32.2%
Q3 2020$356,000
+1.4%
10,4750.0%0.06%
-3.3%
Q2 2020$351,000
-95.4%
10,475
-95.8%
0.06%
-95.9%
Q1 2020$7,560,000250,9161.48%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q1 2021
NameSharesValueWeighting ↓
FundX Investment Group, LLC 746,942$30,886,0008.33%
Quantitative Advantage, LLC 432,305$17,876,0004.57%
Ullmann Wealth Partners Group, LLC 169,212$6,997,0004.24%
TRUSTCORE FINANCIAL SERVICES, LLC 349,000$14,431,0002.73%
CONDOR CAPITAL MANAGEMENT 358,266$14,814,0002.17%
Wharton Business Group, LLC 538,582$22,270,0002.07%
First Personal Financial Services 129,359$5,349,0001.73%
Consolidated Planning Corp 37,810$1,563,0001.54%
Strategic Investment Advisors / MI 71,865$2,972,0001.23%
Madden Advisory Services, Inc. 25,990$1,074,0000.70%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders