Kelman-Lazarov, Inc. - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PKW and the CUSIP is 46137V308. A total of 177 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Kelman-Lazarov, Inc. ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$246,338
-3.5%
2,738
-4.0%
0.06%
-4.9%
Q2 2023$255,201
+3.4%
2,853
-1.7%
0.06%
-4.7%
Q1 2023$246,788
-2.5%
2,901
-1.9%
0.06%
-9.9%
Q4 2022$253,086
-7.0%
2,958
-19.4%
0.07%
-23.7%
Q3 2022$272,000
-4.2%
3,6680.0%0.09%
-3.1%
Q2 2022$284,000
-15.0%
3,668
-0.6%
0.10%
-13.5%
Q1 2022$334,000
-6.2%
3,6890.0%0.11%
-3.5%
Q4 2021$356,000
+6.9%
3,6890.0%0.12%
-1.7%
Q3 2021$333,0000.0%3,6890.0%0.12%
+0.9%
Q2 2021$333,000
+7.1%
3,6890.0%0.12%
+4.5%
Q1 2021$311,000
+5.1%
3,689
-8.7%
0.11%
-2.6%
Q4 2020$296,000
+21.8%
4,0390.0%0.11%
+3.6%
Q3 2020$243,000
+4.7%
4,0390.0%0.11%
+1.9%
Q2 2020$232,000
-7.9%
4,039
-22.5%
0.11%
-20.0%
Q1 2020$252,000
-59.1%
5,209
-41.7%
0.14%
-51.3%
Q4 2019$616,000
+0.3%
8,933
-9.0%
0.28%
-8.6%
Q3 2019$614,000
-1.8%
9,813
-1.6%
0.30%
-5.3%
Q2 2019$625,000
-11.0%
9,975
-15.3%
0.32%
-13.5%
Q1 2019$702,000
-1.0%
11,775
-13.3%
0.37%
-16.1%
Q4 2018$709,000
-36.6%
13,585
-26.0%
0.44%
-32.7%
Q3 2018$1,119,00018,3570.66%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q1 2023
NameSharesValueWeighting ↓
Legacy Capital Wealth Partners, LLC 141,128$10,940,0005.50%
Pacific Wealth Strategies Group, Inc. 52,043$4,034,0005.20%
DB Wealth Management Group, LLC 42,369$3,284,0002.24%
Fermata Advisors, LLC 75,734$5,872,0002.05%
Curtis Advisory Group, LLC 62,802$4,868,0001.93%
Stegent Equity Advisors, Inc. 9,761$755,0000.98%
CAHILL FINANCIAL ADVISORS INC 50,911$3,947,0000.84%
PACIFIC SUN FINANCIAL CORP 15,705$1,217,0000.80%
Resonant Capital Advisors, LLC 63,892$4,953,0000.77%
Tempus Wealth Planning, LLC 11,810$916,0000.75%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders