INVESCO EXCHANGE TRADED FD T's ticker is PRFZ and the CUSIP is 46137V597. A total of 253 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,060,324 | -28.4% | 185,116 | -26.3% | 0.22% | -33.3% |
| Q1 2024 | $9,867,035 | +13.9% | 251,197 | +4.6% | 0.33% | +3.1% |
| Q4 2023 | $8,663,265 | +33.4% | 240,179 | +22.1% | 0.32% | +5.2% |
| Q3 2023 | $6,491,890 | +17.3% | 196,784 | +511.1% | 0.31% | +7.0% |
| Q2 2023 | $5,532,688 | +126.2% | 32,199 | +116.6% | 0.29% | +100.7% |
| Q1 2023 | $2,445,777 | +114.2% | 14,866 | +106.3% | 0.14% | +83.3% |
| Q4 2022 | $1,141,708 | – | 7,207 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arbor Investment Advisors, LLC | 154,900 | $23,752,000 | 5.08% |
| Waverly Advisors, LLC | 309,884 | $47,518,000 | 4.35% |
| Pinnacle Wealth Management Group, Inc. | 27,335 | $4,192,000 | 3.51% |
| Arlington Financial Advisors, LLC | 39,545 | $6,064,000 | 2.72% |
| Three Bridge Wealth Advisors, LLC | 30,565 | $4,687,000 | 2.30% |
| Resource Planning Group | 14,777 | $2,266,000 | 1.89% |
| Charles Schwab Investment Advisory, Inc. | 4,529,962 | $694,625,000 | 1.21% |
| Callan Capital, LLC | 46,027 | $7,058,000 | 1.09% |
| Federation des caisses Desjardins du Quebec | 432,134 | $66,263,428 | 0.74% |
| Frontier Wealth Management LLC | 63,169 | $9,686,000 | 0.70% |