Boston Standard Wealth Management, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PRFZ and the CUSIP is 46137V597. A total of 7 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Boston Standard Wealth Management, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q4 2023$1,147,0000.0%34,7600.0%0.30%0.0%
Q3 2023$1,147,000
+41.1%
34,760
+634.3%
0.30%
+45.7%
Q2 2023$813,000
+37.6%
4,734
+31.9%
0.21%
+22.4%
Q1 2023$591,000
+2.8%
3,590
-1.1%
0.17%
-0.6%
Q4 2022$575,000
-99.9%
3,631
+0.5%
0.17%
-3.4%
Q3 2022$526,000,000
-6.9%
3,612
-0.7%
0.18%
-2.7%
Q2 2022$565,000,000
-10.6%
3,639
+5.1%
0.18%
+0.6%
Q1 2022$632,000,000
+19.2%
3,462
+25.3%
0.18%
+22.3%
Q4 2021$530,000,000
+6.2%
2,763
+1.1%
0.15%
-0.7%
Q3 2021$499,000,000
+1.0%
2,732
+3.3%
0.15%0.0%
Q2 2021$494,000,000
+9.3%
2,645
+2.4%
0.15%
+1.4%
Q1 2021$452,000,000
+17.1%
2,582
+1.1%
0.15%
+2.1%
Q4 2020$386,000,000
+30.4%
2,555
+1.0%
0.14%
+15.2%
Q3 2020$296,000,000
+5.0%
2,529
+0.1%
0.12%
-1.6%
Q2 2020$282,000,000
+33.0%
2,5260.0%0.13%
+10.4%
Q1 2020$212,000,000
-38.6%
2,526
+0.2%
0.12%
-25.3%
Q4 2019$345,000,000
+8.2%
2,521
+0.2%
0.15%0.0%
Q3 2019$319,000,000
-12.6%
2,516
-12.0%
0.15%
-14.0%
Q2 2019$365,000,000
-2.4%
2,860
-0.9%
0.18%
-8.2%
Q1 2019$374,000,000
+8.4%
2,887
-4.9%
0.20%
-4.9%
Q4 2018$345,000,000
-9.4%
3,035
+11.3%
0.20%
-1.0%
Q3 2018$381,000,0002,7270.21%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2023
NameSharesValueWeighting ↓
Arbor Investment Advisors, LLC 136,015$26,075,0004.87%
Solitude Financial Services 36,284$6,956,0004.63%
Waverly Advisors, LLC 288,875$51,821,0004.48%
WADDELL & ASSOCIATES, LLC 124,048$23,781,0003.77%
Pinnacle Wealth Management Group, Inc. 19,386$3,716,0002.75%
Arlington Financial Advisors, LLC 41,222$7,903,0002.68%
Resource Planning Group 10,308$1,976,0001.33%
Callan Capital, LLC 30,468$5,841,0000.85%
Carroll Financial Associates, Inc. 72,460$13,902,0000.74%
Sterling Financial Planning, Inc. 6,087$1,167,0000.73%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders