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 48 filers reported holding INVESCO ACTIVELY MANAGED ETF in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

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 2023
NameSharesValueWeighting ↓
First PREMIER Bank 438,770$14,316,0004.27%
Anson Capital, Inc. 100,473$3,278,0003.47%
January Capital Advisors LLC 116,466$3,800,0003.38%
WFA of San Diego, LLC 86,260$2,814,0002.41%
Beta Wealth Group, Inc. 90,330$2,948,0001.98%
PALLADIEM, LLC 23,033$752,0000.75%
Patten Group, Inc. 56,042$1,861,0000.60%
LCNB CORP 27,733$905,0000.47%
Darwin Wealth Management, LLC 63,765$2,201,0000.44%
CALTON & ASSOCIATES, INC. 24,362$794,0000.44%
View complete list of INVESCO ACTIVELY MANAGED ETF shareholders