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 169 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2023. The put-call ratio across all filers is 1.46 and the average weighting 0.0%.

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 2023
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 70,711$5,462,0004.85%
STRATEGIC WEALTH MANAGEMENT INC 37,398$2,889,0001.50%
Diversified, LLC 30,516$2,357,0001.25%
Evolution Wealth Advisors, LLC 72,812$5,624,0001.20%
Providence First Trust Co 31,450$2,429,0001.15%
MCMILLION CAPITAL MANAGEMENT INC 24,364$1,882,0001.11%
Family Firm, Inc. 45,095$3,694,0000.97%
NTV ASSET MANAGEMENT LLC 68,947$5,325,0000.92%
Sargent Investment Group, LLC 45,242$3,494,0000.85%
Denver PWM, LLC 26,325$2,033,0000.84%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders