WealthPLAN Partners, LLC - INVESCO ACTIVELY MANAGED ETF ownership

INVESCO ACTIVELY MANAGED ETF's ticker is PHDG and the CUSIP is 46090A705. A total of 48 filers reported holding INVESCO ACTIVELY MANAGED ETF in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of INVESCO ACTIVELY MANAGED ETF
ValueSharesWeighting
Q4 2023$1,791,936
+10.3%
52,350
+0.4%
0.18%
-2.6%
Q3 2023$1,625,147
+24.0%
52,160
+32.5%
0.19%
+2.2%
Q2 2023$1,311,030
-27.0%
39,358
-28.0%
0.18%
-9.3%
Q1 2023$1,796,403
-67.1%
54,652
-66.4%
0.20%
-46.5%
Q4 2022$5,458,247
-52.6%
162,884
-51.0%
0.38%
-52.3%
Q1 2022$11,513,000
+21.6%
332,650
+30.6%
0.80%
+28.0%
Q4 2021$9,468,000
+1.8%
254,721
+4.8%
0.62%
+0.8%
Q3 2021$9,305,000243,0260.62%
Other shareholders
INVESCO ACTIVELY MANAGED ETF shareholders Q3 2023
NameSharesValueWeighting ↓
Beta Wealth Group, Inc. 87,585$2,897,0002.49%
CGN Advisors LLC 150,923$4,991,0002.00%
Congress Park Capital LLC 87,174$2,883,0001.71%
First PREMIER Bank 91,036$3,010,0001.19%
BAKER TILLY WEALTH MANAGEMENT, LLC 116,300$3,846,0001.19%
DOLIVER ADVISORS, LP 52,146$1,724,0000.76%
PALLADIEM, LLC 19,024$629,0000.59%
Richard P Slaughter Associates Inc 26,498$876,0000.37%
Patten Group, Inc. 27,147$898,0000.24%
Investors Financial Group, LLC 10,762$356,0000.24%
View complete list of INVESCO ACTIVELY MANAGED ETF shareholders