Mascoma Wealth Management LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PRFZ and the CUSIP is 46137V597. A total of 223 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
Mascoma Wealth Management LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$404,952
-8.3%
12,2750.0%0.13%
-5.9%
Q2 2023$441,409
+12.2%
12,275
+400.0%
0.14%
+17.4%
Q1 2023$393,365
+1.1%
2,4550.0%0.12%
-6.5%
Q4 2022$388,897
+8.6%
2,4550.0%0.12%
-0.8%
Q3 2022$358,000
-4.8%
2,4550.0%0.12%
-3.1%
Q2 2022$376,000
-16.1%
2,4550.0%0.13%
-10.5%
Q1 2022$448,000
-4.9%
2,4550.0%0.14%
-12.3%
Q4 2021$471,000
+5.1%
2,4550.0%0.16%
-6.3%
Q3 2021$448,000
-2.4%
2,4550.0%0.17%
-11.2%
Q2 2021$459,000
+6.0%
2,4550.0%0.20%
+5.4%
Q1 2021$433,000
+16.7%
2,4550.0%0.19%0.0%
Q4 2020$371,000
+18.9%
2,4550.0%0.19%
-5.6%
Q3 2019$312,000
-0.3%
2,4550.0%0.20%
+0.5%
Q2 2019$313,0002,4550.20%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 591,230$80,827,00020.87%
WADDELL & ASSOCIATES, LLC 275,509$37,665,00011.24%
Waverly Advisors, LLC 219,192$29,663,0003.90%
Arlington Financial Advisors, LLC 40,672$5,560,0003.09%
Cardan Capital Partners, LLC 152,740$20,881,0002.79%
Resource Planning Group 25,234$3,450,0001.98%
Accredited Investors Inc. 80,693$11,032,0001.87%
Charles Schwab Trust Co 35,210$4,814,0001.87%
Marquette Asset Management, LLC 35,199$4,812,0001.58%
Callan Capital, LLC 41,580$5,684,0001.56%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders