Vivaldi Capital Management LP - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PZD and the CUSIP is 46137V407. A total of 96 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Vivaldi Capital Management LP ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$216,402
-9.6%
4,887
+0.0%
0.07%
-4.1%
Q2 2023$239,448
-0.1%
4,885
+0.0%
0.07%
+1.4%
Q1 2023$239,792
+0.6%
4,883
+0.0%
0.07%
+23.7%
Q4 2022$238,376
+3.6%
4,8820.0%0.06%
-4.8%
Q3 2022$230,000
-18.1%
4,882
-6.6%
0.06%
-15.1%
Q2 2022$281,000
+3.7%
5,227
+0.1%
0.07%
+2.8%
Q1 2022$271,000
-22.1%
5,2240.0%0.07%
-12.3%
Q4 2021$348,000
+5.1%
5,2240.0%0.08%
+12.5%
Q3 2021$331,000
-7.3%
5,224
-2.7%
0.07%0.0%
Q2 2021$357,000
-4.8%
5,370
+1.1%
0.07%
-2.7%
Q1 2021$375,0005,3100.07%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 16,041$710,3290.33%
Laurel Wealth Planning LLC 7,943$3520.27%
INTERACTIVE FINANCIAL ADVISORS, INC. 8,933$395,5930.27%
Money Design Co.,Ltd. 98,929$4,3810.27%
WealthSpring Partners, LLC 5,064$224,2400.17%
ALTFEST L J & CO INC 21,386$9470.15%
Monterey Private Wealth, Inc. 6,036$267,2660.13%
LexAurum Advisors, LLC 6,918$306,3330.09%
VALLEY NATIONAL ADVISERS INC 10,238$4530.08%
3D/L Capital Management, LLC 5,338$236,3820.08%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders