INVESCO EXCHANGE TRADED FD T's ticker is PPA and the CUSIP is 46137V100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,139,039 | -1.7% | 26,805 | +4.1% | 0.11% | -4.4% |
| Q2 2023 | $2,175,818 | +5.2% | 25,758 | +0.3% | 0.11% | -4.2% |
| Q1 2023 | $2,068,042 | -0.4% | 25,674 | -3.0% | 0.12% | -9.2% |
| Q4 2022 | $2,075,569 | +17.0% | 26,474 | -3.7% | 0.13% | -3.7% |
| Q3 2022 | $1,774,000 | -11.6% | 27,494 | -4.0% | 0.14% | -23.7% |
| Q2 2022 | $2,007,000 | 0.0% | 28,637 | +11.7% | 0.18% | +16.4% |
| Q1 2022 | $2,007,000 | +433.8% | 25,627 | +392.7% | 0.15% | +442.9% |
| Q4 2021 | $376,000 | -6.0% | 5,201 | -6.5% | 0.03% | -15.2% |
| Q3 2021 | $400,000 | -4.3% | 5,560 | -0.1% | 0.03% | +22.2% |
| Q2 2021 | $418,000 | -17.9% | 5,564 | -20.4% | 0.03% | -27.0% |
| Q1 2021 | $509,000 | +2.0% | 6,993 | -4.8% | 0.04% | -9.8% |
| Q4 2020 | $499,000 | +23.8% | 7,349 | +1.5% | 0.04% | +2.5% |
| Q3 2020 | $403,000 | +0.8% | 7,240 | +0.2% | 0.04% | -27.3% |
| Q2 2020 | $400,000 | – | 7,226 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hollow Brook Wealth Management LLC | 68,240 | $3,748,000 | 2.96% |
| G&S Capital LLC | 58,651 | $3,221,000 | 2.46% |
| BECK CAPITAL MANAGEMENT, LLC | 72,646 | $3,990,000 | 1.93% |
| RiverFront Investment Group, LLC | 871,521 | $48,017,000 | 1.18% |
| Legacy Financial Strategies, LLC | 23,383 | $1,284,000 | 1.15% |
| PROFESSIONAL PLANNING | 11,394 | $625,000 | 0.99% |
| First Heartland Consultants, Inc. | 40,499 | $2,224,000 | 0.78% |
| PACIFIC SUN FINANCIAL CORP | 12,227 | $716,000 | 0.74% |
| BigSur Wealth Management LLC | 16,060 | $882,000 | 0.64% |
| Capital Investment Advisory Services, LLC | 14,106 | $775,000 | 0.39% |