WealthPLAN Partners, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PRF and the CUSIP is 46137V613. A total of 313 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2020. 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 EXCHANGE TRADED FD T
ValueSharesWeighting
Q4 2023$632,825
-1.5%
17,978
-11.0%
0.06%
-13.3%
Q3 2023$642,574
-1.4%
20,194
+407.1%
0.08%
-18.5%
Q2 2023$651,655
+2.6%
3,982
-1.7%
0.09%
+27.8%
Q1 2023$635,116
-4.4%
4,051
+0.1%
0.07%
+56.5%
Q4 2022$664,357
+0.4%
4,048
-2.0%
0.05%0.0%
Q1 2022$662,000
-6.9%
4,130
-1.9%
0.05%
-2.1%
Q4 2021$711,000
-0.1%
4,211
-0.2%
0.05%0.0%
Q3 2021$712,000
-0.8%
4,218
-3.3%
0.05%
-7.8%
Q2 2021$718,000
+4.5%
4,362
+0.9%
0.05%
-3.8%
Q1 2021$687,000
+11.0%
4,321
-2.5%
0.05%0.0%
Q4 2020$619,000
-3.6%
4,434
-14.8%
0.05%
-15.9%
Q3 2020$642,000
+2.9%
5,207
-1.9%
0.06%
-3.1%
Q2 2020$624,000
+17.7%
5,309
-0.3%
0.06%
-5.8%
Q1 2020$530,000
-24.8%
5,325
-2.1%
0.07%
-16.9%
Q4 2019$705,000
+3.8%
5,438
-1.6%
0.08%
-10.8%
Q3 2019$679,000
+6.8%
5,529
-0.2%
0.09%
-3.1%
Q2 2019$636,000
+1.0%
5,541
+0.2%
0.10%
-2.0%
Q1 2019$630,000
+5.7%
5,529
+4.9%
0.10%
+2.1%
Q4 2018$596,000
+4.0%
5,270
+0.6%
0.10%
-8.6%
Q3 2018$573,000
-2.6%
5,236
+0.2%
0.10%
-13.2%
Q2 2018$588,0005,2230.12%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2020
NameSharesValueWeighting ↓
Pinnacle Financial Group, LLC / IL 143,197$22,450,38613.40%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 114,468$17,946,24013.03%
Arbor Investment Advisors, LLC 440,145$69,005,88812.70%
McIlrath & Eck, LLC 295,780$46,372,38310.82%
Baystate Wealth Management LLC 605,487$94,928,3368.26%
SAXON INTERESTS, INC. 89,931$14,099,3917.97%
Waverly Advisors, LLC 964,853$151,269,6007.90%
Garrett Wealth Advisory Group, LLC 101,181$15,863,1777.74%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 225,295$35,321,7507.06%
Montz Harcus Wealth Management LLC 46,010$7,213,4426.66%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders