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 217 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2022. The put-call ratio across all filers is 1.06 and the average weighting 0.1%.

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 Q1 2022
NameSharesValueWeighting ↓
PROFESSIONAL PLANNING 31,915$1,103,0001.50%
JOHN G ULLMAN & ASSOCIATES INC 45,900$982,0000.20%
Zurich Insurance Group Ltd/FI 189,896$4,062,0000.10%
ALPINE WOODS CAPITAL INVESTORS, LLC 14,000$299,0000.07%
EASTERN BANK 27,850$596,0000.04%
Fiduciary Trust Co International of Pennsylvania 19,743$634,0000.03%
Covington Capital Management 17,500$374,0000.03%
North Star Investment Management Corp. 7,356$157,0000.02%
Braun-Bostich & Associates Inc. 405$9,0000.01%
Barrett Asset Management, LLC 6,320$135,0000.01%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders