INVESCO EXCHANGE TRADED FD T's ticker is PEY and the CUSIP is 46137V563.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,399,676 | -1.4% | 125,048 | -1.2% | 0.05% | -3.7% |
Q2 2023 | $2,432,656 | -7.5% | 126,569 | -4.1% | 0.05% | -12.9% |
Q1 2023 | $2,629,799 | -6.6% | 132,018 | -3.0% | 0.06% | -24.4% |
Q4 2022 | $2,816,716 | +19.6% | 136,139 | +7.5% | 0.08% | -5.7% |
Q3 2022 | $2,355,000 | -13.5% | 126,665 | -4.4% | 0.09% | -25.6% |
Q2 2022 | $2,722,000 | -6.7% | 132,448 | -0.9% | 0.12% | +6.4% |
Q1 2022 | $2,919,000 | +6.7% | 133,696 | +2.9% | 0.11% | +13.4% |
Q4 2021 | $2,735,000 | +5.7% | 129,877 | -0.6% | 0.10% | -5.8% |
Q3 2021 | $2,587,000 | -7.1% | 130,602 | -3.1% | 0.10% | -10.4% |
Q2 2021 | $2,784,000 | +6.1% | 134,741 | +4.0% | 0.12% | -6.5% |
Q1 2021 | $2,623,000 | +22.1% | 129,552 | +4.8% | 0.12% | +9.8% |
Q4 2020 | $2,149,000 | +38.0% | 123,643 | +14.1% | 0.11% | +3.7% |
Q3 2020 | $1,557,000 | -10.8% | 108,403 | -10.4% | 0.11% | -14.3% |
Q2 2020 | $1,746,000 | -7.3% | 121,027 | -16.8% | 0.13% | -24.6% |
Q1 2020 | $1,884,000 | -31.5% | 145,516 | +0.4% | 0.17% | -23.0% |
Q4 2019 | $2,752,000 | +4.0% | 144,909 | +0.3% | 0.22% | -8.4% |
Q3 2019 | $2,646,000 | -1.6% | 144,532 | -2.5% | 0.24% | +13.9% |
Q2 2019 | $2,690,000 | -1.4% | 148,289 | -2.9% | 0.21% | -47.9% |
Q1 2019 | $2,729,000 | +13.4% | 152,691 | +0.5% | 0.40% | -1.7% |
Q4 2018 | $2,407,000 | – | 151,970 | – | 0.41% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Eagle Strategies LLC | 667,170 | $13,290,029 | 3.32% |
AlphaCore Capital LLC | 579,477 | $11,543,190 | 3.06% |
Laurel Wealth Planning LLC | 190,636 | $3,797 | 2.52% |
Provident Wealth Management, LLC | 168,652 | $3,359,548 | 1.72% |
ICA Group Wealth Management, LLC | 343,558 | $6,843,663 | 1.63% |
Capital Advisory Group Advisory Services, LLC | 128,168 | $2,553,107 | 1.54% |
Salomon & Ludwin, LLC | 606,262 | $12,076,730 | 1.44% |
Investors Research Corp | 237,655 | $4,734,088 | 1.23% |
Ahrens Investment Partners LLC | 109,989 | $2,190,971 | 1.09% |
CALTON & ASSOCIATES, INC. | 84,672 | $1,686,662 | 0.78% |