INVESCO EXCHANGE TRADED FD T's ticker is PFM and the CUSIP is 46137V506.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,950 | -56.0% | 245 | -53.9% | 0.00% | -57.1% |
Q2 2023 | $20,339 | -33.2% | 532 | -36.1% | 0.01% | -30.0% |
Q1 2023 | $30,452 | -17.7% | 832 | -26.8% | 0.01% | -28.6% |
Q3 2022 | $37,000 | -24.5% | 1,137 | -20.2% | 0.01% | -30.0% |
Q2 2022 | $49,000 | -23.4% | 1,424 | -14.9% | 0.02% | -13.0% |
Q1 2022 | $64,000 | -4.5% | 1,674 | 0.0% | 0.02% | -14.8% |
Q4 2021 | $67,000 | +11.7% | 1,674 | 0.0% | 0.03% | +3.8% |
Q3 2021 | $60,000 | -1.6% | 1,674 | 0.0% | 0.03% | -3.7% |
Q2 2021 | $61,000 | +5.2% | 1,674 | 0.0% | 0.03% | -3.6% |
Q1 2021 | $58,000 | +5.5% | 1,674 | 0.0% | 0.03% | +40.0% |
Q4 2020 | $55,000 | +7.8% | 1,674 | 0.0% | 0.02% | -4.8% |
Q3 2020 | $51,000 | +8.5% | 1,674 | 0.0% | 0.02% | -8.7% |
Q2 2020 | $47,000 | +14.6% | 1,674 | 0.0% | 0.02% | -11.5% |
Q1 2020 | $41,000 | -68.0% | 1,674 | -59.7% | 0.03% | -53.6% |
Q4 2019 | $128,000 | +4.1% | 4,154 | 0.0% | 0.06% | -6.7% |
Q3 2019 | $123,000 | +3.4% | 4,154 | 0.0% | 0.06% | -1.6% |
Q2 2019 | $119,000 | +3.5% | 4,154 | 0.0% | 0.06% | -1.6% |
Q1 2019 | $115,000 | +11.7% | 4,154 | 0.0% | 0.06% | +12.7% |
Q4 2018 | $103,000 | -9.6% | 4,154 | 0.0% | 0.06% | -1.8% |
Q3 2018 | $114,000 | +6.5% | 4,154 | 0.0% | 0.06% | -11.1% |
Q2 2018 | $107,000 | – | 4,154 | – | 0.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Atlas Private Wealth Advisors | 937,671 | $34,253,076 | 6.48% |
Flaharty Asset Management, LLC | 749,064 | $27,363,316 | 4.58% |
Capital Advisory Group Advisory Services, LLC | 49,357 | $1,803,011 | 1.02% |
EUDAIMONIA ADVISORS LLC | 39,166 | $1,430,734 | 1.00% |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 423,799 | $15,481,394 | 0.54% |
Golden State Equity Partners | 48,115 | $1,757,641 | 0.49% |
Bond & Devick Financial Network, Inc. | 13,020 | $475,621 | 0.31% |
Institute for Wealth Management, LLC. | 40,610 | $1,483,473 | 0.27% |
Aspire Wealth Management Corp | 8,504 | $310,637 | 0.24% |
StrategIQ Financial Group, LLC | 54,269 | $1,982,457 | 0.23% |