Shakespeare Wealth Management, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PRF and the CUSIP is 46137V613. A total of 286 filers reported holding INVESCO EXCHANGE TRADED FD T in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Shakespeare Wealth Management, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$1,170,085
-6.1%
36,772
+382.7%
0.41%
-4.0%
Q2 2023$1,246,686
+4.1%
7,618
-0.2%
0.43%
+0.5%
Q1 2023$1,197,015
-0.8%
7,635
-1.8%
0.42%
-4.1%
Q4 2022$1,206,757
+10.2%
7,778
-1.4%
0.44%
-4.1%
Q3 2022$1,095,000
-7.1%
7,888
-0.1%
0.46%
-3.5%
Q2 2022$1,179,000
-15.2%
7,894
-2.6%
0.48%
-4.4%
Q1 2022$1,391,000
-0.1%
8,102
-0.1%
0.50%
+0.8%
Q4 2021$1,393,000
+2.2%
8,113
-4.4%
0.50%
-5.2%
Q3 2021$1,363,000
-1.4%
8,485
-0.2%
0.52%
-1.7%
Q2 2021$1,382,000
+6.3%
8,502
-0.8%
0.53%
-0.4%
Q1 2021$1,300,000
+12.3%
8,573
-1.4%
0.54%
+6.2%
Q4 2020$1,158,000
+17.1%
8,6910.0%0.50%
-3.1%
Q3 2020$989,000
+0.7%
8,691
-4.2%
0.52%
-9.4%
Q2 2020$982,000
+16.5%
9,069
-0.6%
0.57%
-1.5%
Q1 2020$843,000
-27.1%
9,123
-0.1%
0.58%
-6.9%
Q4 2019$1,157,000
+5.8%
9,130
-1.6%
0.63%
-1.1%
Q3 2019$1,094,000
-7.4%
9,278
-11.0%
0.63%
-28.6%
Q1 2019$1,182,000
+9.2%
10,422
-2.1%
0.89%
+6.2%
Q4 2018$1,082,000
-23.9%
10,650
-11.0%
0.83%
-23.9%
Q3 2018$1,421,000
+4.0%
11,964
-1.4%
1.10%
-10.1%
Q2 2018$1,366,000
+2.2%
12,1320.0%1.22%
+5.4%
Q1 2018$1,337,000
-5.5%
12,132
-2.6%
1.16%
-13.2%
Q4 2017$1,415,00012,4551.33%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q2 2019
NameSharesValueWeighting ↓
Callan Capital, LLC 601,093$71,392,00023.57%
Arbor Investment Advisors, LLC 434,778$51,639,00019.19%
McIlrath & Eck, LLC 248,615$29,528,00017.00%
Baystate Wealth Management LLC 787,943$90,976,00016.07%
Geller Advisors LLC 212,236$25,207,00014.90%
Carroll Financial Associates, Inc. 1,182,648$140,463,00014.86%
Waverly Advisors, LLC 836,709$99,376,00014.67%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 232,190$27,577,0007.79%
Tillar-Wenstrup Advisors, LLC 94,771$11,256,0006.12%
PFS INVESTMENTS INC. 619,855$73,620,0005.12%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders