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 103 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is 1.38 and the average weighting 0.0%.

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 Q3 2023
NameSharesValueWeighting ↓
Richmond Brothers, Inc. 95,253$4,650,0003.58%
SFI Advisors, LLC 114,321$5,575,0003.40%
360 Financial, Inc. 138,455$6,769,0003.26%
Harel Insurance Investments & Financial Services Ltd. 3,981,247$194,166,0003.18%
MRA Advisory Group 67,387$3,286,0002.49%
Beta Wealth Group, Inc. 56,610$2,761,0001.85%
WealthCare Investment Partners, LLC 40,952$1,936,0001.72%
Bensler, LLC 161,127$7,858,1801.65%
Lionsbridge Wealth Management LLC 28,213$1,376,0001.59%
Peterson Wealth Services 52,753$2,573,0001.58%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders