SVB WEALTH LLC - 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
SVB WEALTH LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2022$270,000
-6.2%
1,9460.0%0.00%0.0%
Q2 2022$288,000
-13.3%
1,9460.0%0.00%0.0%
Q1 2022$332,000
-7.0%
1,946
-6.5%
0.00%
-33.3%
Q4 2021$357,000
+8.2%
2,0810.0%0.01%
+50.0%
Q3 2021$330,000
-1.2%
2,0810.0%0.00%0.0%
Q2 2021$334,000
+7.1%
2,081
+1.3%
0.00%0.0%
Q1 2021$312,000
+21.9%
2,055
+7.0%
0.00%0.0%
Q4 2020$256,000
+17.4%
1,9200.0%0.00%0.0%
Q3 2020$218,000
+4.8%
1,9200.0%0.00%0.0%
Q2 2020$208,000
-14.4%
1,9200.0%0.00%0.0%
Q4 2019$243,000
+7.5%
1,9200.0%0.00%0.0%
Q3 2019$226,000
-8.5%
1,920
-9.4%
0.00%
-50.0%
Q2 2019$247,0002,1200.01%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
Callan Capital, LLC 601,093$71,392,00023.57%
Arbor Investment Advisors, LLC 434,778$51,639,00019.19%
McIlrath & Eck, LLC 248,615$29,528,00017.00%
Baystate Wealth Management LLC 787,943$90,976,00016.07%
Geller Advisors LLC 212,236$25,207,00014.90%
Carroll Financial Associates, Inc. 1,182,648$140,463,00014.86%
Waverly Advisors, LLC 836,709$99,376,00014.67%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 232,190$27,577,0007.79%
Tillar-Wenstrup Advisors, LLC 94,771$11,256,0006.12%
PFS INVESTMENTS INC. 619,855$73,620,0005.12%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders