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

INVESCO EXCHANGE TRADED FD T's ticker is PRFZ and the CUSIP is 46137V597. A total of 162 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
Q2 2024$1,030,123
-3.1%
27,009
-0.3%
0.30%
-3.2%
Q1 2024$1,063,585
+3.5%
27,077
-1.2%
0.31%
-3.1%
Q4 2023$1,027,488
+7.6%
27,407
-5.3%
0.32%
-5.1%
Q3 2023$955,028
-6.9%
28,949
+384.7%
0.34%
-4.6%
Q2 2023$1,026,341
-5.2%
5,973
-9.2%
0.35%
-8.6%
Q1 2023$1,082,213
+2.9%
6,578
-0.9%
0.38%
-0.5%
Q4 2022$1,051,209
+7.9%
6,636
-0.7%
0.39%
-6.1%
Q3 2022$974,000
-6.7%
6,685
-1.1%
0.41%
-3.1%
Q2 2022$1,044,000
-17.9%
6,759
-1.8%
0.42%
-7.4%
Q1 2022$1,271,000
-3.8%
6,882
-0.1%
0.46%
-2.8%
Q4 2021$1,321,000
-0.5%
6,889
-3.5%
0.47%
-7.6%
Q3 2021$1,327,000
-1.3%
7,137
-2.2%
0.51%
-1.5%
Q2 2021$1,345,000
-0.4%
7,296
-4.8%
0.52%
-6.8%
Q1 2021$1,351,000
+2.7%
7,662
-12.1%
0.56%
-3.0%
Q4 2020$1,315,000
+25.4%
8,715
-2.7%
0.57%
+3.8%
Q3 2020$1,049,000
-1.9%
8,957
-6.4%
0.55%
-11.5%
Q2 2020$1,069,000
+20.9%
9,570
-3.2%
0.62%
+2.1%
Q1 2020$884,000
-35.0%
9,884
-0.6%
0.61%
-17.0%
Q4 2019$1,360,000
-5.6%
9,945
-12.4%
0.74%
-11.6%
Q3 2019$1,440,000
-2.0%
11,348
-1.4%
0.83%
-12.1%
Q2 2019$1,470,000
-3.5%
11,511
-3.6%
0.95%
-17.0%
Q1 2019$1,523,000
+10.5%
11,937
-1.6%
1.14%
+7.5%
Q4 2018$1,378,000
-29.6%
12,126
-11.8%
1.06%
-29.6%
Q3 2018$1,956,000
+2.0%
13,747
-0.2%
1.51%
-11.9%
Q2 2018$1,918,000
+6.0%
13,780
-1.8%
1.71%
+9.3%
Q1 2018$1,809,000
-5.9%
14,029
-5.2%
1.57%
-13.5%
Q4 2017$1,923,00014,8021.81%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q2 2019
NameSharesValueWeighting ↓
Arbor Investment Advisors, LLC 154,900$23,752,0005.08%
Waverly Advisors, LLC 309,884$47,518,0004.35%
Pinnacle Wealth Management Group, Inc. 27,335$4,192,0003.51%
Arlington Financial Advisors, LLC 39,545$6,064,0002.72%
Three Bridge Wealth Advisors, LLC 30,565$4,687,0002.30%
Resource Planning Group 14,777$2,266,0001.89%
Charles Schwab Investment Advisory, Inc. 4,529,962$694,625,0001.21%
Callan Capital, LLC 46,027$7,058,0001.09%
Federation des caisses Desjardins du Quebec 432,134$66,263,4280.74%
Frontier Wealth Management LLC 63,169$9,686,0000.70%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders