Summit Financial Strategies, Inc. - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PRF and the CUSIP is 46137V613. A total of 419 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.

Quarter-by-quarter ownership
Summit Financial Strategies, Inc. ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$293,982
-2.8%
9,239
+399.9%
0.06%0.0%
Q2 2023$302,409
+4.4%
1,8480.0%0.06%
-1.8%
Q1 2023$289,714
+1.1%
1,8480.0%0.06%
-8.1%
Q4 2022$286,702
+12.0%
1,8480.0%0.06%
+1.6%
Q3 2022$256,000
-6.6%
1,8480.0%0.06%
-4.7%
Q2 2022$274,000
-13.3%
1,8480.0%0.06%0.0%
Q1 2022$316,000
-0.3%
1,8480.0%0.06%
+4.9%
Q4 2021$317,000
+8.2%
1,8480.0%0.06%
+8.9%
Q3 2021$293,000
-1.0%
1,8480.0%0.06%
-5.1%
Q2 2021$296,000
+5.7%
1,8480.0%0.06%
-41.0%
Q1 2021$280,000
+33.3%
1,8480.0%0.10%
+16.3%
Q3 2020$210,000
+5.0%
1,8480.0%0.09%
-3.4%
Q2 2020$200,000
-12.7%
1,848
+2.2%
0.09%
-20.5%
Q4 2019$229,000
+7.5%
1,8090.0%0.11%
+9.8%
Q3 2019$213,000
-33.4%
1,809
-34.0%
0.10%
-34.2%
Q2 2019$320,000
+8.1%
2,741
+5.0%
0.16%
+3.3%
Q1 2019$296,000
+22.3%
2,611
+9.8%
0.15%
+10.3%
Q4 2018$242,000
-8.7%
2,378
+6.7%
0.14%
+12.4%
Q3 2018$265,000
+6.4%
2,229
+0.7%
0.12%0.0%
Q2 2018$249,0002,2140.12%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
Pinnacle Financial Group, LLC / IL 125,487$21,441,00017.37%
McIlrath & Eck, LLC 289,780$49,512,00014.32%
Waverly Advisors, LLC 973,283$166,295,00014.06%
Arbor Investment Advisors, LLC 421,589$72,033,00013.74%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 75,166$12,843,00010.91%
Solitude Financial Services 86,223$14,732,0009.21%
Baystate Wealth Management LLC 571,571$97,659,0008.62%
RFG Advisory, LLC 754,098$128,845,0008.22%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 232,200$39,674,0007.18%
Detalus Advisors, LLC 76,756$13,115,0006.91%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders