Anchor Investment Management, LLC - INVESCO BLDRS INDEX FDS TR ownership

INVESCO BLDRS INDEX FDS TR's ticker is ADRE and the CUSIP is 46090C305. A total of 44 filers reported holding INVESCO BLDRS INDEX FDS TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Anchor Investment Management, LLC ownership history of INVESCO BLDRS INDEX FDS TR
ValueSharesWeighting
Q1 2023$3,820
+2.1%
1000.0%0.00%0.0%
Q4 2022$3,740
+8.0%
1000.0%0.00%0.0%
Q3 2022$3,462
-11.0%
1000.0%0.00%0.0%
Q2 2022$3,891
-11.6%
1000.0%0.00%0.0%
Q1 2022$4,403
-3.7%
1000.0%0.00%0.0%
Q4 2021$4,572
-5.5%
1000.0%0.00%0.0%
Q3 2021$4,838
-16.7%
1000.0%0.00%0.0%
Q2 2021$5,807
+3.2%
1000.0%0.00%0.0%
Q1 2021$5,629
-0.0%
1000.0%0.00%0.0%
Q4 2020$5,631
+20.5%
1000.0%0.00%0.0%
Q3 2020$4,673
+18.1%
1000.0%0.00%0.0%
Q2 2020$3,956
+18.4%
1000.0%0.00%0.0%
Q1 2020$3,342
-24.3%
1000.0%0.00%0.0%
Q4 2019$4,417
+15.0%
1000.0%0.00%0.0%
Q3 2019$3,842
-3.7%
1000.0%0.00%0.0%
Q2 2019$3,990
-3.2%
1000.0%0.00%0.0%
Q1 2019$4,121
+14.3%
1000.0%0.00%0.0%
Q4 2018$3,607
-10.9%
1000.0%0.00%0.0%
Q3 2018$4,050
-0.9%
1000.0%0.00%0.0%
Q2 2018$4,087
-8.3%
1000.0%0.00%0.0%
Q1 2018$4,458
+3.4%
1000.0%0.00%0.0%
Q4 2017$4,313
+2.4%
1000.0%0.00%0.0%
Q3 2017$4,212
+9.3%
1000.0%0.00%0.0%
Q2 2017$3,853
+4.8%
1000.0%0.00%0.0%
Q1 2017$3,677
+14.0%
1000.0%0.00%0.0%
Q4 2016$3,225
-7.4%
1000.0%0.00%0.0%
Q3 2016$3,484
+11.4%
1000.0%0.00%0.0%
Q2 2016$3,127
+1.0%
1000.0%0.00%0.0%
Q1 2016$3,0971000.00%
Other shareholders
INVESCO BLDRS INDEX FDS TR shareholders Q3 2022
NameSharesValueWeighting ↓
Systelligence, LLC 55,377$3,118,0000.67%
M Holdings Securities, Inc. 81,821$4,607,0000.59%
Treybourne Wealth Planners, Inc. 6,243$352,0000.25%
Joseph P. Lucia & Associates, LLC 1,965$111,0000.08%
Financial Advocates Investment Management 15,988$900,0000.06%
OneDigital Investment Advisors LLC 17,651$994,0000.05%
B. Riley Wealth Management, Inc. 4,754$268,0000.04%
JNBA Financial Advisors 1,478$83,0000.01%
Geneos Wealth Management Inc. 5,540$307,0000.01%
RITTER DANIHER FINANCIAL ADVISORY LLC 210$12,0000.01%
View complete list of INVESCO BLDRS INDEX FDS TR shareholders