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

INVESCO EXCHANGE TRADED FD T's ticker is PEY and the CUSIP is 46137V563. A total of 193 filers reported holding INVESCO EXCHANGE TRADED FD T in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.1%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q2 2024$1,053,970
-4.7%
53,664
+0.2%
0.21%
-7.0%
Q1 2024$1,105,839
-2.1%
53,552
+0.2%
0.23%
-15.8%
Q4 2023$1,129,458
+10.5%
53,428
+0.3%
0.27%
+5.4%
Q3 2023$1,022,070
+0.1%
53,261
+0.2%
0.26%
+7.9%
Q2 2023$1,021,515
+18.6%
53,149
+23.0%
0.24%
+12.7%
Q1 2023$861,022
-3.7%
43,2240.0%0.21%
-5.8%
Q4 2022$894,305
+11.0%
43,224
-0.2%
0.22%
+9.2%
Q3 2022$806,000
-9.4%
43,3150.0%0.21%
-7.6%
Q2 2022$890,000
-5.9%
43,3150.0%0.22%
-0.4%
Q1 2022$946,000
+3.7%
43,3150.0%0.22%
+3.7%
Q4 2021$912,000
+6.3%
43,3150.0%0.22%
-4.4%
Q3 2021$858,000
-4.1%
43,3150.0%0.23%
-7.4%
Q2 2021$895,000
+2.1%
43,315
+173160.0%
0.24%
-6.9%
Q1 2021$877,000
+16.5%
25
-99.9%
0.26%
+4.0%
Q4 2020$753,000
+21.1%
43,3150.0%0.25%
+11.0%
Q3 2020$622,000
-0.3%
43,3150.0%0.23%
-5.0%
Q2 2020$624,000
+11.2%
43,3150.0%0.24%
-4.8%
Q1 2020$561,000
-31.8%
43,3150.0%0.25%
-28.3%
Q4 2019$823,00043,3150.35%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q2 2023
NameSharesValueWeighting ↓
Eagle Strategies LLC 667,170$13,290,0293.32%
AlphaCore Capital LLC 579,477$11,543,1903.06%
Laurel Wealth Planning LLC 190,636$3,7972.52%
Provident Wealth Management, LLC 168,652$3,359,5481.72%
ICA Group Wealth Management, LLC 343,558$6,843,6631.63%
Capital Advisory Group Advisory Services, LLC 128,168$2,553,1071.54%
Salomon & Ludwin, LLC 606,262$12,076,7301.44%
Investors Research Corp 237,655$4,734,0881.23%
Ahrens Investment Partners LLC 109,989$2,190,9711.09%
CALTON & ASSOCIATES, INC. 84,672$1,686,6620.78%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders