Beta Wealth Group, Inc. - INVESCO ACTIVELY MANAGED ETF ownership

INVESCO ACTIVELY MANAGED ETF's ticker is PHDG and the CUSIP is 46090A705. A total of 54 filers reported holding INVESCO ACTIVELY MANAGED ETF in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Beta Wealth Group, Inc. ownership history of INVESCO ACTIVELY MANAGED ETF
ValueSharesWeighting
Q2 2023$1,376,445
+2.2%
41,322
+0.9%
0.80%
+3.2%
Q1 2023$1,346,181
-48.8%
40,955
-49.7%
0.77%
-56.3%
Q4 2022$2,628,346
-2.8%
81,423
+2.3%
1.76%
-9.5%
Q3 2022$2,705,000
-8.2%
79,556
-11.9%
1.95%
-1.4%
Q2 2022$2,948,000
-12.8%
90,330
-3.4%
1.98%
-12.6%
Q1 2022$3,380,000
-7.0%
93,522
-8.0%
2.26%
-13.7%
Q4 2021$3,633,0000.0%101,6850.0%2.62%0.0%
Q3 2021$3,633,000
+0.1%
101,685
-0.4%
2.62%
+3.7%
Q2 2021$3,629,000
+9.7%
102,080
+4.0%
2.53%
+5.0%
Q1 2021$3,309,000
+14.2%
98,107
+12.0%
2.41%
-3.3%
Q4 2020$2,897,00087,5852.49%
Other shareholders
INVESCO ACTIVELY MANAGED ETF shareholders Q3 2021
NameSharesValueWeighting ↓
Anson Capital, Inc. 123,179$3,837,8377.29%
Asset Allocation Strategies LLC 433,127$13,494,8356.23%
First PREMIER Bank 397,562$12,3873.80%
Baron Financial Group, LLC 126,830$3,951,6052.57%
Family Capital Management, Inc. 109,418$3,409,1042.25%
WFA of San Diego, LLC 62,279$1,940,4182.01%
Patten Group, Inc. 77,249$2,406,8240.72%
WealthPlan Investment Management, LLC 122,032$3,802,1160.67%
Lunt Capital Management, Inc. 35,108$1,093,8490.58%
Darwin Wealth Management, LLC 60,777$1,893,6190.51%
View complete list of INVESCO ACTIVELY MANAGED ETF shareholders