Beta Wealth Group, Inc. - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PEJ and the CUSIP is 46137V720. A total of 111 filers reported holding INVESCO EXCHANGE TRADED FD T in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.

Quarter-by-quarter ownership
Beta Wealth Group, Inc. ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q2 2023$2,237,131
+2.8%
53,494
+0.0%
1.29%
+3.9%
Q1 2023$2,175,739
+1.2%
53,471
-9.5%
1.24%
-13.7%
Q4 2022$2,150,430
+11.4%
59,062
+6.0%
1.44%
+3.7%
Q3 2022$1,931,000
+3.9%
55,735
+8.8%
1.39%
+11.6%
Q2 2022$1,859,000
-32.7%
51,242
-9.5%
1.25%
-32.6%
Q1 2022$2,761,00056,6101.85%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q2 2023
NameSharesValueWeighting ↓
SFI Advisors, LLC 114,217$5,600,0004.94%
Richmond Brothers, Inc. 91,377$4,480,0003.22%
Harel Insurance Investments & Financial Services Ltd. 2,925,245$143,278,0002.71%
MRA Advisory Group 57,928$2,837,0002.20%
WealthCare Investment Partners, LLC 43,260$2,119,0002.05%
Ameraudi Asset Management, Inc. 98,436$4,822,0001.84%
Peterson Wealth Services 47,160$2,310,0001.53%
Lionsbridge Wealth Management LLC 28,957$1,418,0001.52%
Riggs Asset Managment Co. Inc. 92,791$4,545,0001.23%
GenTrust, LLC 315,684$15,046,0001.18%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders