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

INVESCO EXCHANGE TRADED FD T's ticker is PYZ and the CUSIP is 46137V704. A total of 59 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
CONCENTRIC WEALTH MANAGEMENT, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$818,931
-8.4%
10,4250.0%0.27%
-4.9%
Q2 2023$893,840
-0.1%
10,425
-1.0%
0.28%
-4.1%
Q1 2023$894,730
+4.8%
10,525
-2.5%
0.30%
+1.4%
Q4 2022$853,818
+10.6%
10,800
-2.3%
0.29%
+2.8%
Q3 2022$772,000
-3.3%
11,0500.0%0.28%
+5.6%
Q2 2022$798,000
-26.9%
11,0500.0%0.27%
-14.6%
Q1 2022$1,091,000
+4.4%
11,0500.0%0.32%
+6.8%
Q4 2021$1,045,000
+10.8%
11,050
-0.7%
0.30%
+2.4%
Q3 2021$943,000
-4.6%
11,125
-0.9%
0.29%
-5.0%
Q2 2021$988,000
+6.0%
11,2250.0%0.30%
-1.6%
Q1 2021$932,000
+16.1%
11,2250.0%0.31%
+4.1%
Q4 2020$803,000
+18.4%
11,225
-8.2%
0.30%
+1.4%
Q3 2020$678,000
+8.7%
12,2250.0%0.29%
-0.3%
Q2 2020$624,000
-15.2%
12,225
-31.8%
0.29%
-28.2%
Q1 2020$736,000
-55.6%
17,925
-31.8%
0.41%
-42.5%
Q4 2019$1,656,00026,3000.71%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q1 2023
NameSharesValueWeighting ↓
CONCENTRIC WEALTH MANAGEMENT, LLC 26,300$1,656,0000.71%
PACIFIC SUN FINANCIAL CORP 7,950$500,0000.44%
PDS Planning, Inc 4,834$304,0000.19%
HORIZON BANCORP INC /IN/ 2,152$135,0000.13%
SignalPoint Asset Management, LLC 3,762$237,0000.10%
Maltin Wealth Management, Inc. 1,653$104,0000.07%
BELLEVUE ASSET MANAGEMENT, LLC 1,180$74,0000.06%
AVANTAX ADVISORY SERVICES, INC. 11,389$717,0000.02%
LifePlan Financial Group, Inc 615$39,0000.02%
Geneos Wealth Management Inc. 4,150$259,0000.01%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders