INVESCO EXCHANGE TRADED FD T's ticker is PBW and the CUSIP is 46137V134. A total of 2 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $294,348 | -4.3% | 9,365 | +22.2% | 0.02% | -6.2% |
| Q2 2023 | $307,564 | +11.9% | 7,666 | +12.7% | 0.02% | 0.0% |
| Q1 2023 | $274,800 | +4.4% | 6,800 | -1.0% | 0.02% | -5.9% |
| Q4 2022 | $263,165 | -22.6% | 6,866 | -2.6% | 0.02% | -34.6% |
| Q3 2022 | $340,000 | +32.3% | 7,048 | +25.4% | 0.03% | +13.0% |
| Q2 2022 | $257,000 | -34.9% | 5,622 | -7.3% | 0.02% | -23.3% |
| Q1 2022 | $395,000 | -17.5% | 6,065 | -9.6% | 0.03% | -14.3% |
| Q4 2021 | $479,000 | -20.7% | 6,707 | -14.3% | 0.04% | -28.6% |
| Q3 2021 | $604,000 | -71.5% | 7,826 | -65.7% | 0.05% | -63.7% |
| Q2 2021 | $2,123,000 | – | 22,785 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Family Firm, Inc. | 58,828 | $2,254,883 | 0.66% |
| Providence First Trust Co | 25,718 | $985,771 | 0.58% |
| AVALON CAPITAL MANAGEMENT | 23,197 | $889,141 | 0.45% |
| Total Wealth Planning, LLC | 40,411 | $1,548,954 | 0.38% |
| NTV ASSET MANAGEMENT LLC | 50,825 | $1,948,122 | 0.38% |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | 7,190 | $275,593 | 0.26% |
| Evolution Wealth Advisors, LLC | 24,875 | $953,423 | 0.24% |
| Harel Insurance Investments & Financial Services Ltd. | 231,032 | $8,855 | 0.19% |
| MOLLER WEALTH PARTNERS | 12,968 | $497,063 | 0.16% |
| RETIREMENT INCOME SOLUTIONS, INC | 13,085 | $501,549 | 0.16% |