Carlson Capital Management - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PRFZ and the CUSIP is 46137V597. A total of 196 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Carlson Capital Management ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$256,662
-4.0%
7,780
+400.0%
0.02%
-6.2%
Q2 2023$267,367
+1.7%
1,556
-2.6%
0.02%
-5.9%
Q1 2023$262,903
+2.3%
1,598
-1.5%
0.02%
-10.5%
Q4 2022$256,941
+4.0%
1,622
-4.3%
0.02%
-9.5%
Q3 2022$247,000
-7.8%
1,694
-3.0%
0.02%
-12.5%
Q2 2022$268,000
-16.0%
1,7460.0%0.02%
-11.1%
Q1 2022$319,000
-4.8%
1,7460.0%0.03%
-6.9%
Q4 2021$335,000
+5.0%
1,7460.0%0.03%
-14.7%
Q3 2021$319,000
-2.4%
1,746
-0.2%
0.03%
-26.1%
Q2 2021$327,000
+6.2%
1,7490.0%0.05%
-13.2%
Q1 2021$308,000
-3.1%
1,749
-12.3%
0.05%
-10.2%
Q4 2020$318,000
+20.9%
1,995
-11.3%
0.06%
+3.5%
Q3 2020$263,000
+5.6%
2,2490.0%0.06%
+1.8%
Q2 2020$249,000
+16.4%
2,2490.0%0.06%
+1.8%
Q1 2020$214,000
-30.3%
2,2490.0%0.06%
-15.4%
Q4 2019$307,000
+7.7%
2,2490.0%0.06%
-4.4%
Q3 2019$285,000
-0.7%
2,2490.0%0.07%
-2.9%
Q2 2019$287,0000.0%2,2490.0%0.07%
-2.8%
Q1 2019$287,000
+12.1%
2,2490.0%0.07%
-1.4%
Q4 2018$256,000
-11.4%
2,249
+10.8%
0.07%
-2.7%
Q3 2018$289,000
+2.5%
2,0300.0%0.08%
-1.3%
Q2 2018$282,0002,0300.08%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2021
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