AllSquare Wealth Management LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PKW and the CUSIP is 46137V308. A total of 168 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$746,886
+4.4%
8,302
-3.3%
0.49%
+4.7%
Q2 2023$715,596
-3.4%
8,588
-1.4%
0.46%
-2.9%
Q1 2023$740,747
-3.3%
8,708
-2.8%
0.48%
-8.8%
Q4 2022$766,318
+15.2%
8,957
+0.0%
0.52%
+9.1%
Q3 2022$665,000
-4.6%
8,956
-0.4%
0.48%
+1.5%
Q2 2022$697,000
-14.4%
8,9960.0%0.47%
-3.1%
Q1 2022$814,000
-13.4%
8,996
-7.7%
0.49%
-10.6%
Q4 2021$940,000
+6.0%
9,742
-1.0%
0.55%
+3.2%
Q3 2021$887,000
-0.1%
9,8380.0%0.53%
+2.3%
Q2 2021$888,000
+6.9%
9,838
-0.2%
0.52%
+0.8%
Q1 2021$831,000
+2.2%
9,862
-11.0%
0.51%
-5.3%
Q4 2020$813,000
-6.8%
11,080
-23.5%
0.54%
-14.4%
Q3 2020$872,000
+3.2%
14,486
-1.6%
0.63%
-0.5%
Q2 2020$845,000
+18.3%
14,7260.0%0.64%
+2.6%
Q1 2020$714,000
-30.0%
14,726
-0.4%
0.62%
-12.8%
Q4 2019$1,020,000
+10.3%
14,7800.0%0.71%
+3.9%
Q3 2019$925,000
-3.4%
14,780
-3.4%
0.68%
-4.1%
Q2 2019$958,0000.0%15,304
-4.7%
0.71%
-0.8%
Q1 2019$958,000
+11.3%
16,058
-2.7%
0.72%
+1.1%
Q4 2018$861,000
-16.4%
16,512
-2.2%
0.71%
-7.3%
Q3 2018$1,030,000
+2.6%
16,886
-4.6%
0.77%
+1.2%
Q2 2018$1,004,00017,6960.76%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q1 2021
NameSharesValueWeighting ↓
Pacific Wealth Strategies Group, Inc. 98,027$8,819,5319.29%
Curtis Advisory Group, LLC 88,797$7,989,0662.66%
Centennial Wealth Advisory LLC 53,483$4,811,8322.59%
Legacy Capital Wealth Partners, LLC 102,640$9,234,4242.53%
Clark Capital Management Group, Inc. 2,083,555$187,457,4621.88%
H&H Retirement Design & Management INC 12,908$1,149,9780.80%
CAHILL FINANCIAL ADVISORS INC 51,662$4,648,0480.77%
Orion Portfolio Solutions, LLC 674,250$60,662,3060.73%
Resonant Capital Advisors, LLC 63,892$5,748,3630.61%
Gator Capital Management, LLC 9,376$843,5590.60%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders