CONCENTRIC WEALTH MANAGEMENT, LLC - INVESCO EXCHANGE TRADED FD T ownership

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INVESCO EXCHANGE TRADED FD T's ticker is PHO and the CUSIP is 46137V142. A total of 228 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
CONCENTRIC WEALTH MANAGEMENT, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$670,813
-5.7%
12,6140.0%0.22%
-2.2%
Q2 2023$711,303
-9.2%
12,614
-14.1%
0.23%
-12.7%
Q1 2023$783,551
-0.5%
14,687
-3.9%
0.26%
-3.7%
Q4 2022$787,789
+9.3%
15,285
-3.0%
0.27%
+1.1%
Q3 2022$721,000
-1.0%
15,7600.0%0.27%
+8.1%
Q2 2022$728,000
-20.7%
15,760
-9.0%
0.25%
-7.2%
Q1 2022$918,000
-15.0%
17,310
-2.5%
0.26%
-13.1%
Q4 2021$1,080,000
+6.4%
17,758
-4.3%
0.30%
-1.6%
Q3 2021$1,015,000
-15.9%
18,556
-17.7%
0.31%
-16.2%
Q2 2021$1,207,000
+7.4%
22,551
-0.9%
0.37%
-0.3%
Q1 2021$1,124,000
+4.1%
22,750
-2.2%
0.37%
-6.5%
Q4 2020$1,080,000
+11.1%
23,250
-5.1%
0.40%
-5.3%
Q3 2020$972,000
+13.8%
24,500
+4.3%
0.42%
+4.5%
Q2 2020$854,000
-3.5%
23,500
-16.8%
0.40%
-18.2%
Q1 2020$885,000
-25.0%
28,250
-7.5%
0.49%
-3.2%
Q4 2019$1,180,000–30,550–0.51%–
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Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2020
NameSharesValueWeighting ↓
Polianta Ltd 221,600$12,125,0005.62%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 159,418$8,723,0001.82%
TAP Consulting, LLC 109,440$5,989,0001.61%
BECK CAPITAL MANAGEMENT, LLC 86,994$4,760,0001.60%
FundX Investment Group, LLC 57,514$3,147,0001.49%
Brendel Financial Advisors LLC 22,278$1,219,0001.45%
Hamilton Wealth, LLC 51,540$2,820,0001.30%
Raab & Moskowitz Asset Management LLC 60,293$3,299,0001.19%
Verity Asset Management, Inc. 26,696$1,461,0000.95%
MD Financial Management Inc. 645,556$35,325,0000.90%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders