Private Ocean, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PRFZ and the CUSIP is 46137V597. A total of 223 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$2,821,650
-4.0%
85,530
+400.0%
0.36%
-3.8%
Q2 2023$2,939,576
+3.7%
17,107
-0.8%
0.37%
-1.3%
Q1 2023$2,835,908
+3.9%
17,237
-0.0%
0.38%
+11.2%
Q4 2022$2,730,588
+9.4%
17,238
+0.6%
0.34%
-13.7%
Q3 2022$2,497,000
-9.2%
17,143
-4.5%
0.39%
-7.3%
Q2 2022$2,751,000
-18.3%
17,945
-2.6%
0.42%
+1.0%
Q1 2022$3,367,000
-9.8%
18,432
-5.3%
0.42%
-3.9%
Q4 2021$3,732,000
+0.2%
19,467
-4.6%
0.44%
-3.7%
Q3 2021$3,726,000
-2.3%
20,4160.0%0.45%
-9.2%
Q2 2021$3,815,000
+5.7%
20,416
-0.3%
0.50%
-22.0%
Q1 2021$3,610,000
+16.3%
20,471
-0.5%
0.64%
+2.4%
Q4 2020$3,105,000
+28.9%
20,570
+0.0%
0.63%
+11.0%
Q3 2020$2,408,000
-2.7%
20,566
-7.2%
0.56%
-7.1%
Q2 2020$2,476,000
+16.0%
22,172
-7.1%
0.61%
+3.9%
Q1 2020$2,135,000
-40.2%
23,879
-8.5%
0.58%
-32.6%
Q4 2019$3,568,000
+5.9%
26,098
-1.7%
0.87%
+3.5%
Q3 2019$3,369,000
-4.7%
26,541
-4.1%
0.84%
-11.3%
Q2 2019$3,535,000
-5.7%
27,689
-5.8%
0.94%
-7.5%
Q1 2019$3,750,000
-15.9%
29,390
-25.1%
1.02%
-19.0%
Q4 2018$4,461,000
+277.1%
39,243
+372.0%
1.26%
+139.1%
Q3 2018$1,183,000
+2.4%
8,315
+0.2%
0.53%
-1.1%
Q2 2018$1,155,0008,3000.53%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
Arbor Investment Advisors, LLC 156,022$25,668,7664.73%
Johnson & White Wealth Management, LLC 27,289$4,4904.00%
Three Bridge Wealth Advisors, LLC 37,631$6,190,9992.87%
Waverly Advisors, LLC 301,770$49,647,1392.59%
Arlington Financial Advisors, LLC 39,227$6,453,6652.49%
Sound Stewardship, LLC 17,675$2,907,8331.96%
Resource Planning Group 10,225$1,682,1651.37%
Callan Capital, LLC 68,036$11,193,2631.30%
Charles Schwab Investment Advisory, Inc. 4,176,965$687,194,3011.10%
Verum Partners LLC 4,809$791,2180.84%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders