AlphaCore Capital LLC - INVESCO EXCHANGE TRADED FD T ownership

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INVESCO EXCHANGE TRADED FD T's ticker is PRFZ and the CUSIP is 46137V597. A total of 175 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2020. The put-call ratio across all filers is 0.98 and the average weighting 0.3%.

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Quarter-by-quarter ownership
AlphaCore Capital LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$245,940
+22.1%
7,455
+536.1%
0.04%
+21.9%
Q2 2023$201,385
-29.2%
1,172
-32.2%
0.03%
-57.3%
Q1 2023$284,291
-9.1%
1,728
-12.5%
0.08%
-38.0%
Q4 2022$312,701
-47.3%
1,974
-51.5%
0.12%
-55.2%
Q3 2022$593,000
-5.0%
4,0710.0%0.27%
-6.9%
Q2 2022$624,000
-12.6%
4,071
+4.1%
0.29%
+4.7%
Q1 2022$714,000
-39.0%
3,910
-36.0%
0.28%
-45.7%
Q4 2021$1,170,000
+5.0%
6,105
-0.0%
0.51%
-9.7%
Q3 2021$1,114,000
-3.5%
6,107
-1.2%
0.56%
-8.4%
Q2 2021$1,155,000
+4.4%
6,179
-1.5%
0.62%
-16.6%
Q1 2021$1,106,000
+48.7%
6,274
+27.2%
0.74%
+33.6%
Q4 2020$744,000
+25.5%
4,932
-2.5%
0.55%
+3.0%
Q3 2020$593,000
+4.4%
5,061
-0.5%
0.54%
-4.9%
Q2 2020$568,000
+13.4%
5,085
-9.3%
0.57%
+43.7%
Q1 2020$501,000
-43.0%
5,605
-12.8%
0.39%
-26.1%
Q4 2019$879,000–6,427–0.53%–
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Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2020
NameSharesValueWeighting ↓
Arbor Investment Advisors, LLC 156,022$25,668,7664.73%
Johnson & White Wealth Management, LLC 27,289$4,4904.00%
Three Bridge Wealth Advisors, LLC 37,631$6,190,9992.87%
Waverly Advisors, LLC 301,770$49,647,1392.59%
Arlington Financial Advisors, LLC 39,227$6,453,6652.49%
Sound Stewardship, LLC 17,675$2,907,8331.96%
Resource Planning Group 10,225$1,682,1651.37%
Callan Capital, LLC 68,036$11,193,2631.30%
Charles Schwab Investment Advisory, Inc. 4,176,965$687,194,3011.10%
Verum Partners LLC 4,809$791,2180.84%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders