MISSION WEALTH MANAGEMENT, LP - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PTF and the CUSIP is 46137V811. A total of 70 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.1%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$1,073,331
-10.0%
24,300
+200.0%
0.04%
-11.1%
Q2 2023$1,192,563
+12.5%
8,100
-0.1%
0.04%
+2.3%
Q1 2023$1,059,729
+15.3%
8,1050.0%0.04%0.0%
Q4 2022$919,104
+6.7%
8,1050.0%0.04%
-4.3%
Q3 2022$861,000
-2.0%
8,1050.0%0.05%0.0%
Q2 2022$879,000
-21.4%
8,1050.0%0.05%
-11.5%
Q1 2022$1,119,000
-16.9%
8,1050.0%0.05%
-14.8%
Q4 2021$1,347,000
+10.6%
8,1050.0%0.06%
-1.6%
Q3 2021$1,218,000
+0.6%
8,1050.0%0.06%
-3.1%
Q2 2021$1,211,000
+4.0%
8,105
+0.1%
0.06%
-5.9%
Q1 2021$1,164,000
+2.1%
8,1000.0%0.07%
-4.2%
Q4 2020$1,140,000
+27.9%
8,1000.0%0.07%
+6.0%
Q3 2020$891,000
+12.9%
8,1000.0%0.07%
-1.5%
Q2 2020$789,000
+44.2%
8,1000.0%0.07%
+13.3%
Q1 2020$547,000
-12.6%
8,1000.0%0.06%0.0%
Q4 2019$626,000
+12.6%
8,1000.0%0.06%
+1.7%
Q3 2019$556,000
-5.8%
8,1000.0%0.06%
-10.6%
Q2 2019$590,000
+7.5%
8,1000.0%0.07%
+3.1%
Q1 2019$549,0008,1000.06%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
Fortis Advisors, LLC 20,390$2,816,0001.54%
SignalPoint Asset Management, LLC 12,778$1,765,0000.56%
WMG Financial Advisors, LLC 3,769$521,0000.38%
Samalin Investment Counsel, LLC 2,529$349,0000.21%
ACG Wealth 7,830$1,081,0000.20%
Genesee Capital Advisors, LLC 2,267$313,0000.16%
MTM Investment Management, LLC 1,990$275,0000.13%
EPG Wealth Management LLC 2,200$304,0000.10%
BELLEVUE ASSET MANAGEMENT, LLC 1,116$156,0000.10%
Heritage Trust Co 4,520$624,0000.09%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders