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

Back to all holdings Add to watchlist

INVESCO EXCHANGE TRADED FD T's ticker is PTF and the CUSIP is 46137V811.

Links

Filings

External links

Quarter-by-quarter ownership

MISSION WEALTH MANAGEMENT, LP ownership history of INVESCO EXCHANGE TRADED FD T
	Value		Shares		Weighting
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%	8,105	0.0%	0.04%	0.0%
Q4 2022	$919,104	+6.7%	8,105	0.0%	0.04%	-4.3%
Q3 2022	$861,000	-2.0%	8,105	0.0%	0.05%	0.0%
Q2 2022	$879,000	-21.4%	8,105	0.0%	0.05%	-11.5%
Q1 2022	$1,119,000	-16.9%	8,105	0.0%	0.05%	-14.8%
Q4 2021	$1,347,000	+10.6%	8,105	0.0%	0.06%	-1.6%
Q3 2021	$1,218,000	+0.6%	8,105	0.0%	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%	8,100	0.0%	0.07%	-4.2%
Q4 2020	$1,140,000	+27.9%	8,100	0.0%	0.07%	+6.0%
Q3 2020	$891,000	+12.9%	8,100	0.0%	0.07%	-1.5%
Q2 2020	$789,000	+44.2%	8,100	0.0%	0.07%	+13.3%
Q1 2020	$547,000	-12.6%	8,100	0.0%	0.06%	0.0%
Q4 2019	$626,000	+12.6%	8,100	0.0%	0.06%	+1.7%
Q3 2019	$556,000	-5.8%	8,100	0.0%	0.06%	-10.6%
Q2 2019	$590,000	+7.5%	8,100	0.0%	0.07%	+3.1%
Q1 2019	$549,000	–	8,100	–	0.06%	–
Download

Other shareholders

INVESCO EXCHANGE TRADED FD T shareholders Q4 2023
Name	Shares	Value	Weighting ↓
Beacon Harbor Wealth Advisors, Inc.	56,473	$8,119,000	3.24%
Fortis Advisors, LLC	29,400	$4,226,000	3.00%
Fulcrum Equity Management	13,480	$1,938,000	0.77%
SignalPoint Asset Management, LLC	13,462	$1,935,000	0.68%
Collaborative Wealth Managment Inc.	5,531	$764,000	0.44%
Elevated Capital Advisors, LLC	4,736	$643,000	0.25%
Samalin Investment Counsel, LLC	2,564	$368,000	0.25%
Capital Wealth Alliance, LLC	2,538	$364,000	0.24%
ACG Wealth	9,830	$1,413,000	0.19%
MTM Investment Management, LLC	2,043	$294,000	0.17%

View complete list of INVESCO EXCHANGE TRADED FD T shareholders