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

INVESCO EXCHANGE TRADED FD T's ticker is PBW and the CUSIP is 46137V134. A total of 213 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2020. The put-call ratio across all filers is 0.55 and the average weighting 0.3%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q1 2023$3,839
+5.4%
950.0%0.00%
Q4 2022$3,641
-27.2%
950.0%0.00%
-100.0%
Q3 2022$5,000
+25.0%
950.0%0.00%
Q2 2022$4,000
-33.3%
950.0%0.00%
-100.0%
Q1 2022$6,000
-14.3%
950.0%0.00%0.0%
Q4 2021$7,0000.0%950.0%0.00%0.0%
Q3 2021$7,000
-22.2%
950.0%0.00%0.0%
Q2 2021$9,0000.0%950.0%0.00%0.0%
Q1 2021$9,000
-10.0%
950.0%0.00%0.0%
Q4 2020$10,000
-85.1%
95
-91.3%
0.00%
-90.9%
Q3 2020$67,000
+1575.0%
1,095
+1052.6%
0.01%
+1000.0%
Q2 2020$4,000
+33.3%
950.0%0.00%0.0%
Q1 2020$3,0000.0%950.0%0.00%0.0%
Q4 2019$3,0000.0%950.0%0.00%0.0%
Q3 2019$3,0000.0%950.0%0.00%0.0%
Q2 2019$3,0000.0%950.0%0.00%0.0%
Q1 2019$3,000
+50.0%
950.0%0.00%
Q4 2018$2,0000.0%950.0%0.00%
Q3 2018$2,0000.0%950.0%0.00%
Q2 2018$2,000950.00%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2020
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 72,392$7,123,0006.37%
Diversified, LLC 51,343$5,052,0003.89%
AVALON CAPITAL MANAGEMENT 36,171$3,559,0003.31%
STRATEGIC WEALTH MANAGEMENT INC 39,028$3,840,0002.30%
AIGH Capital Management LLC 100,000$9,839,0002.07%
Providence First Trust Co 33,980$3,343,0001.64%
Evolution Wealth Advisors, LLC 74,765$7,356,0001.64%
Wealth Management Partners, LLC 19,993$1,888,0001.41%
NTV ASSET MANAGEMENT LLC 70,427$6,929,0001.28%
Vigilare Wealth Management 16,313$1,605,0001.14%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders