Tortoise Investment Management, LLC - INVESCO EXCHANGE TRADED FD T ownership

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INVESCO EXCHANGE TRADED FD T's ticker is PRFZ and the CUSIP is 46137V597. A total of 219 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$13,856
-4.0%
420
+400.0%
0.00%0.0%
Q2 2023$14,434
+4.4%
840.0%0.00%0.0%
Q1 2023$13,820
+3.9%
840.0%0.00%0.0%
Q4 2022$13,306
+10.9%
840.0%0.00%0.0%
Q3 2022$12,000
-7.7%
840.0%0.00%
-33.3%
Q2 2022$13,000
-13.3%
840.0%0.00%0.0%
Q1 2022$15,000
-6.2%
840.0%0.00%0.0%
Q4 2021$16,000
+6.7%
840.0%0.00%0.0%
Q3 2021$15,000
-6.2%
840.0%0.00%0.0%
Q2 2021$16,000
+6.7%
840.0%0.00%0.0%
Q1 2021$15,000
+15.4%
840.0%0.00%0.0%
Q4 2020$13,000
+30.0%
840.0%0.00%
+50.0%
Q3 2020$10,000
+11.1%
840.0%0.00%0.0%
Q2 2020$9,000
+12.5%
840.0%0.00%0.0%
Q1 2020$8,000
-27.3%
840.0%0.00%
-33.3%
Q4 2019$11,0000.0%840.0%0.00%0.0%
Q3 2019$11,0000.0%840.0%0.00%0.0%
Q2 2019$11,0000.0%840.0%0.00%0.0%
Q1 2019$11,000
+10.0%
840.0%0.00%0.0%
Q4 2018$10,000
-16.7%
840.0%0.00%0.0%
Q3 2018$12,0000.0%840.0%0.00%0.0%
Q2 2018$12,000–84–0.00%–
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Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q1 2023
NameSharesValueWeighting ↓
Arbor Investment Advisors, LLC 154,900$23,752,0005.08%
Waverly Advisors, LLC 309,884$47,518,0004.35%
Pinnacle Wealth Management Group, Inc. 27,335$4,192,0003.51%
Arlington Financial Advisors, LLC 39,545$6,064,0002.72%
Three Bridge Wealth Advisors, LLC 30,565$4,687,0002.30%
Resource Planning Group 14,777$2,266,0001.89%
Charles Schwab Investment Advisory, Inc. 4,529,962$694,625,0001.21%
Callan Capital, LLC 46,027$7,058,0001.09%
Frontier Wealth Management LLC 63,169$9,686,0000.70%
Prairiewood Capital, LLC 5,438$834,0000.66%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders