Kovitz Investment Group Partners, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PHO and the CUSIP is 46137V142. A total of 306 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.1%.

Quarter-by-quarter ownership
Kovitz Investment Group Partners, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$474,366
-10.0%
8,920
-4.5%
0.01%
+12.5%
Q2 2023$526,965
+105082.6%
9,345
-0.5%
0.01%
-11.1%
Q1 2023$501
+11.1%
9,395
+7.2%
0.01%0.0%
Q4 2022$451
-99.9%
8,760
+5.4%
0.01%0.0%
Q3 2022$380,000
-10.4%
8,310
-9.4%
0.01%0.0%
Q2 2022$424,000
-13.6%
9,175
-1.0%
0.01%0.0%
Q1 2022$491,000
-17.2%
9,265
-27.4%
0.01%
-35.7%
Q4 2021$593,000
-4.0%
12,761
+13.0%
0.01%
+16.7%
Q3 2021$618,000
-0.3%
11,290
-2.6%
0.01%0.0%
Q2 2021$620,000
+6.7%
11,590
-1.5%
0.01%
-14.3%
Q1 2021$581,000
-0.3%
11,764
-6.3%
0.01%0.0%
Q4 2020$583,000
+4.5%
12,561
-10.6%
0.01%
-12.5%
Q3 2020$558,000
+3.7%
14,051
-5.1%
0.02%
-5.9%
Q2 2020$538,000
-30.9%
14,811
-40.4%
0.02%
-39.3%
Q1 2020$779,000
-22.4%
24,863
-4.3%
0.03%
-3.4%
Q4 2019$1,004,000
+5.6%
25,9880.0%0.03%
-3.3%
Q3 2019$951,000
+1.8%
25,988
-1.0%
0.03%
+3.4%
Q2 2019$934,000
+4.6%
26,238
-0.2%
0.03%
+3.6%
Q1 2019$893,00026,2880.03%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 182,532$9,707,0727.25%
Polianta Ltd 221,600$11,7845.81%
Hamilton Wealth, LLC 133,840$7,117,6112.55%
AVALON CAPITAL MANAGEMENT 83,237$4,426,5442.26%
THEORY FINANCIAL LLC 66,052$3,512,6452.06%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 143,913$7,653,2581.75%
Verity Asset Management, Inc. 31,868$1,694,7401.25%
Raab & Moskowitz Asset Management LLC 60,946$3,241,0911.14%
Bedell Frazier Investment Counselling, LLC 67,949$3,613,5281.08%
O'ROURKE & COMPANY, Inc 26,485$1,4081.03%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders