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

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INVESCO EXCHANGE TRADED FD T's ticker is PBW and the CUSIP is 46137V134. A total of 236 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2021. The put-call ratio across all filers is 0.99 and the average weighting 0.1%.

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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$2,000–95–0.00%–
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Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2021
NameSharesValueWeighting ↓
INSTRUMENTAL WEALTH, LLC 36,723$1,104,9951.29%
Family Firm, Inc. 62,068$1,950,8030.55%
BANK HAPOALIM BM 100,911$3,1720.51%
JOHN G ULLMAN & ASSOCIATES INC 97,350$3,059,7100.50%
Providence First Trust Co 23,972$753,4400.42%
NTV ASSET MANAGEMENT LLC 42,125$1,323,9890.24%
CHARTER RESEARCH & INVESTMENT GROUP, INC. 7,190$225,9820.20%
MOLLER WEALTH PARTNERS 16,187$508,7570.16%
Laidlaw Wealth Management LLC 15,231$478,7100.16%
Harel Insurance Investments & Financial Services Ltd. 223,698$7,0310.14%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders