INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PWV and the CUSIP is 46137V738. A total of 129 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$117,000
+0.4%
2,5000.0%0.02%0.0%
Q2 2023$116,575
+3.0%
2,5000.0%0.02%0.0%
Q1 2023$113,200
-3.8%
2,5000.0%0.02%
-5.0%
Q4 2022$117,650
+13.1%
2,5000.0%0.02%
+11.1%
Q3 2022$104,000
-4.6%
2,5000.0%0.02%
-5.3%
Q2 2022$109,000
-10.7%
2,5000.0%0.02%0.0%
Q1 2022$122,0000.0%2,5000.0%0.02%0.0%
Q4 2021$122,000
+9.9%
2,5000.0%0.02%
+5.6%
Q3 2021$111,0000.0%2,5000.0%0.02%0.0%
Q2 2021$111,000
+3.7%
2,5000.0%0.02%
-14.3%
Q1 2021$107,000
+11.5%
2,5000.0%0.02%
+5.0%
Q4 2020$96,000
+12.9%
2,5000.0%0.02%0.0%
Q3 2020$85,000
+1.2%
2,5000.0%0.02%
+17.6%
Q2 2020$84,000
+12.0%
2,5000.0%0.02%0.0%
Q1 2020$75,000
-27.2%
2,5000.0%0.02%
-22.7%
Q4 2019$103,000
+7.3%
2,5000.0%0.02%
+4.8%
Q3 2019$96,000
+4.3%
2,5000.0%0.02%
+5.0%
Q2 2019$92,000
+3.4%
2,5000.0%0.02%
+5.3%
Q1 2019$89,000
+8.5%
2,5000.0%0.02%
+5.6%
Q4 2018$82,000
-11.8%
2,5000.0%0.02%0.0%
Q3 2018$93,000
+4.5%
2,5000.0%0.02%
-5.3%
Q2 2018$89,0002,5000.02%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
WealthTrust-Arizona, LLC 631,115$22,506,00011.59%
TRUSTCORE FINANCIAL SERVICES, LLC 665,001$23,714,0008.40%
CMH Wealth Management LLC 352,041$12,557,0007.18%
Ullmann Wealth Partners Group, LLC 216,785$7,730,0005.35%
KAYS FINANCIAL ADVISORY CORP /ADV 557,844$19,893,0004.36%
CONDOR CAPITAL MANAGEMENT 374,714$13,362,0002.57%
Gratus Capital, LLC 432,106$15,409,0002.28%
Wharton Business Group, LLC 592,482$21,128,0002.20%
First Personal Financial Services 162,482$5,794,0001.94%
Riverpoint Wealth Management Holdings, LLC 39,281$1,401,0000.78%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders