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 | $837,775 | -4.7% | 22,934 | -0.3% | 0.13% | +3.2% |
| Q2 2023 | $879,376 | +19.8% | 23,002 | +14.7% | 0.12% | +11.7% |
| Q1 2023 | $734,253 | +11.4% | 20,062 | +11.1% | 0.11% | +7.8% |
| Q4 2022 | $659,347 | +16.9% | 18,054 | +3.4% | 0.10% | +9.6% |
| Q3 2022 | $564,000 | +4.8% | 17,453 | +12.0% | 0.09% | +6.8% |
| Q2 2022 | $538,000 | +15.0% | 15,578 | +28.0% | 0.09% | +35.4% |
| Q1 2022 | $468,000 | +11.2% | 12,168 | +14.7% | 0.06% | +14.0% |
| Q4 2021 | $421,000 | +9.1% | 10,606 | -1.3% | 0.06% | -1.7% |
| Q3 2021 | $386,000 | – | 10,746 | – | 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% |