Heritage Trust Co - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PEJ and the CUSIP is 46137V720. A total of 103 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is 1.38 and the average weighting 0.0%.

Quarter-by-quarter ownership
Heritage Trust Co ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q2 2023$210,982
+2.8%
5,0450.0%0.03%
-3.1%
Q1 2023$205,281
-16.6%
5,0450.0%0.03%
-8.6%
Q1 2022$246,000
-0.4%
5,0450.0%0.04%
+9.4%
Q4 2021$247,000
-2.8%
5,0450.0%0.03%
-11.1%
Q3 2021$254,000
-3.8%
5,0450.0%0.04%
-5.3%
Q2 2021$264,000
+13.8%
5,0450.0%0.04%
+8.6%
Q1 2021$232,000
+14.9%
5,0450.0%0.04%
+6.1%
Q4 2020$202,000
-11.4%
5,0450.0%0.03%
-28.3%
Q4 2019$228,000
+6.0%
5,0450.0%0.05%0.0%
Q3 2019$215,000
-1.8%
5,0450.0%0.05%
-6.1%
Q2 2019$219,000
+0.9%
5,0450.0%0.05%
-2.0%
Q1 2019$217,000
+8.0%
5,0450.0%0.05%
-39.8%
Q4 2018$201,000
-15.5%
5,0450.0%0.08%
-2.4%
Q3 2018$238,000
+1.3%
5,0450.0%0.08%
-3.4%
Q2 2018$235,0005,0450.09%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
Richmond Brothers, Inc. 95,253$4,650,0003.58%
SFI Advisors, LLC 114,321$5,575,0003.40%
360 Financial, Inc. 138,455$6,769,0003.26%
Harel Insurance Investments & Financial Services Ltd. 3,981,247$194,166,0003.18%
MRA Advisory Group 67,387$3,286,0002.49%
Beta Wealth Group, Inc. 56,610$2,761,0001.85%
WealthCare Investment Partners, LLC 40,952$1,936,0001.72%
Bensler, LLC 161,127$7,858,1801.65%
Lionsbridge Wealth Management LLC 28,213$1,376,0001.59%
Peterson Wealth Services 52,753$2,573,0001.58%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders