Klingman & Associates, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PRF and the CUSIP is 46137V613. A total of 403 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$23,417,212
-7.0%
735,927
+378.0%
1.89%
-6.9%
Q2 2023$25,193,164
+4.3%
153,945
-0.1%
2.03%
-2.3%
Q1 2023$24,158,123
+1.0%
154,089
-0.1%
2.08%
-0.9%
Q4 2022$23,930,368
+12.7%
154,240
+0.8%
2.10%
+0.7%
Q3 2022$21,228,000
-5.0%
152,970
+1.5%
2.08%
-4.5%
Q2 2022$22,343,000
-13.2%
150,762
+0.0%
2.18%
-0.2%
Q1 2022$25,755,000
-0.3%
150,738
+0.2%
2.19%
-1.4%
Q4 2021$25,831,000
+8.0%
150,443
-0.4%
2.22%
-0.7%
Q3 2021$23,927,000
-1.3%
151,093
-0.1%
2.24%
-3.8%
Q2 2021$24,237,000
+5.5%
151,169
-0.2%
2.32%
-2.1%
Q1 2021$22,967,000
+13.7%
151,430
-0.1%
2.38%
+1.9%
Q4 2020$20,201,000
+15.7%
151,657
-1.2%
2.33%
-0.8%
Q3 2020$17,465,000
+1.9%
153,487
-3.0%
2.35%
-10.3%
Q2 2020$17,138,000
+7.4%
158,227
-8.4%
2.62%
-19.5%
Q1 2020$15,960,000
-28.2%
172,653
-1.5%
3.26%
-10.4%
Q4 2019$22,214,000
+7.4%
175,313
-0.1%
3.64%
-1.9%
Q3 2019$20,689,000
-2.0%
175,538
-3.0%
3.70%
-5.6%
Q2 2019$21,119,000
+2.1%
181,058
-0.8%
3.92%
-2.7%
Q1 2019$20,684,000
+10.2%
182,445
-1.3%
4.03%
-4.6%
Q4 2018$18,770,000
-14.9%
184,801
-0.5%
4.23%
-6.4%
Q3 2018$22,049,000
+5.5%
185,646
+0.1%
4.51%
+0.4%
Q2 2018$20,890,000185,5264.50%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2022
NameSharesValueWeighting ↓
Pinnacle Financial Group, LLC / IL 143,197$22,450,38613.40%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 114,468$17,946,24013.03%
Arbor Investment Advisors, LLC 440,145$69,005,88812.70%
McIlrath & Eck, LLC 295,780$46,372,38310.82%
Baystate Wealth Management LLC 605,487$94,928,3368.26%
SAXON INTERESTS, INC. 89,931$14,099,3917.97%
Waverly Advisors, LLC 964,853$151,269,6007.90%
Garrett Wealth Advisory Group, LLC 101,181$15,863,1777.74%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 225,295$35,321,7507.06%
Montz Harcus Wealth Management LLC 46,010$7,213,4426.66%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders