INVESCO EXCHANGE TRADED FD T's ticker is PEY and the CUSIP is 46137V563.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,719 | +9.0% | 89,587 | +9.5% | 0.91% | +8.1% |
| Q2 2023 | $1,577 | +20.1% | 81,793 | +24.1% | 0.84% | +12.2% |
| Q1 2023 | $1,313 | -2.5% | 65,889 | +1.2% | 0.75% | -4.1% |
| Q4 2022 | $1,347 | -99.9% | 65,094 | +4.5% | 0.78% | +11.2% |
| Q3 2022 | $1,162,000 | -4.4% | 62,316 | +4.9% | 0.70% | +3.4% |
| Q2 2022 | $1,216,000 | -0.8% | 59,380 | +5.7% | 0.68% | +14.6% |
| Q1 2022 | $1,226,000 | -47.7% | 56,160 | -49.6% | 0.60% | +9.0% |
| Q4 2021 | $2,344,000 | +116.8% | 111,330 | +105.7% | 0.55% | -0.4% |
| Q3 2021 | $1,081,000 | +6.4% | 54,123 | +9.6% | 0.55% | +3.4% |
| Q2 2021 | $1,016,000 | +7.1% | 49,370 | +5.2% | 0.53% | +1.1% |
| Q1 2021 | $949,000 | +22.3% | 46,925 | +4.9% | 0.52% | +8.3% |
| Q4 2020 | $776,000 | +49.5% | 44,720 | +22.1% | 0.48% | +34.8% |
| Q3 2020 | $519,000 | +0.4% | 36,632 | +1.5% | 0.36% | -7.0% |
| Q2 2020 | $517,000 | -45.7% | 36,106 | -51.2% | 0.39% | -14.0% |
| Q1 2020 | $952,000 | -27.3% | 73,994 | +8.4% | 0.45% | -8.9% |
| Q4 2019 | $1,310,000 | +526.8% | 68,286 | +416.6% | 0.49% | +146.5% |
| Q4 2018 | $209,000 | +11.2% | 13,218 | +23.7% | 0.20% | +36.1% |
| Q2 2018 | $188,000 | – | 10,686 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Salomon & Ludwin, LLC | 760,046 | $10,914,000 | 2.27% |
| Provident Wealth Management, LLC | 124,984 | $1,795,000 | 2.08% |
| Capital Advisory Group Advisory Services, LLC | 110,216 | $1,583,000 | 0.82% |
| Capital Advisors, Ltd. LLC | 210,404 | $3,021,000 | 0.75% |
| Investors Research Corp | 77,190 | $1,108,000 | 0.54% |
| GOODWIN DANIEL L | 45,000 | $643,000 | 0.45% |
| Ahrens Investment Partners LLC | 45,723 | $657,000 | 0.44% |
| AFT, FORSYTH & COMPANY, INC. | 34,961 | $502,000 | 0.37% |
| AlphaCore Capital LLC | 28,497 | $409,000 | 0.37% |
| Brick & Kyle, Associates | 36,632 | $519,000 | 0.36% |