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 62 filers reported holding INVESCO ACTIVELY MANAGED ETF in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q4 2022
NameSharesValueWeighting ↓
Asset Allocation Strategies LLC 331,553$10,702,3997.27%
Anson Capital, Inc. 114,403$3,693,0004.88%
First PREMIER Bank 438,550$14,1574.29%
Baron Financial Group, LLC 108,475$3,501,5732.32%
WFA of San Diego, LLC 86,561$2,794,1862.14%
Family Capital Management, Inc. 91,085$2,940,2241.94%
Beta Wealth Group, Inc. 81,423$2,628,3461.76%
Darwin Wealth Management, LLC 206,316$6,781,6081.76%
FLAGSHIP HARBOR ADVISORS, LLC 363,080$11,720,2001.20%
Congress Park Capital LLC 60,087$1,939,6171.14%
View complete list of INVESCO ACTIVELY MANAGED ETF shareholders