INVESCO EXCHANGE TRADED FD T's ticker is PRFZ and the CUSIP is 46137V597. A total of 7 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $224,344 | -3.7% | 6,800 | +401.5% | 0.02% | -17.2% |
| Q2 2023 | $232,946 | +10.2% | 1,356 | +5.5% | 0.03% | +26.1% |
| Q1 2023 | $211,418 | +4.2% | 1,285 | +0.3% | 0.02% | 0.0% |
| Q4 2022 | $202,958 | +9.1% | 1,281 | +0.2% | 0.02% | +9.5% |
| Q3 2022 | $186,000 | -5.1% | 1,278 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $196,000 | -15.9% | 1,278 | 0.0% | 0.02% | -4.5% |
| Q1 2022 | $233,000 | -4.9% | 1,278 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $245,000 | +5.2% | 1,278 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $233,000 | -2.5% | 1,278 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $239,000 | +6.2% | 1,278 | 0.0% | 0.02% | -4.3% |
| Q1 2021 | $225,000 | +12.5% | 1,278 | -3.3% | 0.02% | 0.0% |
| Q4 2020 | $200,000 | +12.4% | 1,322 | -13.0% | 0.02% | -4.2% |
| Q3 2020 | $178,000 | +4.7% | 1,520 | 0.0% | 0.02% | -4.0% |
| Q2 2020 | $170,000 | +47.8% | 1,520 | +17.9% | 0.02% | +25.0% |
| Q1 2020 | $115,000 | – | 1,289 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 591,230 | $80,827,000 | 20.87% |
| WADDELL & ASSOCIATES, LLC | 275,509 | $37,665,000 | 11.24% |
| Waverly Advisors, LLC | 219,192 | $29,663,000 | 3.90% |
| Arlington Financial Advisors, LLC | 40,672 | $5,560,000 | 3.09% |
| Cardan Capital Partners, LLC | 152,740 | $20,881,000 | 2.79% |
| Resource Planning Group | 25,234 | $3,450,000 | 1.98% |
| Accredited Investors Inc. | 80,693 | $11,032,000 | 1.87% |
| Charles Schwab Trust Co | 35,210 | $4,814,000 | 1.87% |
| Marquette Asset Management, LLC | 35,199 | $4,812,000 | 1.58% |
| Callan Capital, LLC | 41,580 | $5,684,000 | 1.56% |