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 | $225,762 | +8.6% | 7,183 | +38.6% | 0.08% | +12.9% |
| Q2 2023 | $207,942 | +2.4% | 5,183 | +22.9% | 0.07% | -14.6% |
| Q3 2022 | $203,000 | -1.0% | 4,217 | +33.8% | 0.08% | +18.8% |
| Q1 2022 | $205,000 | -8.9% | 3,152 | 0.0% | 0.07% | -6.8% |
| Q4 2021 | $225,000 | -7.4% | 3,152 | 0.0% | 0.07% | -14.9% |
| Q3 2021 | $243,000 | -1.2% | 3,152 | +19.3% | 0.09% | +1.2% |
| Q2 2021 | $246,000 | -5.4% | 2,642 | 0.0% | 0.09% | -8.5% |
| Q1 2021 | $260,000 | -43.4% | 2,642 | -40.5% | 0.09% | -46.0% |
| Q4 2020 | $459,000 | +30.0% | 4,438 | -23.5% | 0.17% | +16.8% |
| Q3 2020 | $353,000 | +49.6% | 5,805 | 0.0% | 0.15% | +40.6% |
| Q2 2020 | $236,000 | +5.4% | 5,805 | -11.2% | 0.11% | -6.2% |
| Q4 2019 | $224,000 | – | 6,539 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Platt Investment Counsel, LLC | 70,711 | $5,462,000 | 4.85% |
| STRATEGIC WEALTH MANAGEMENT INC | 37,398 | $2,889,000 | 1.50% |
| Diversified, LLC | 30,516 | $2,357,000 | 1.25% |
| Evolution Wealth Advisors, LLC | 72,812 | $5,624,000 | 1.20% |
| Providence First Trust Co | 31,450 | $2,429,000 | 1.15% |
| MCMILLION CAPITAL MANAGEMENT INC | 24,364 | $1,882,000 | 1.11% |
| Family Firm, Inc. | 45,095 | $3,694,000 | 0.97% |
| NTV ASSET MANAGEMENT LLC | 68,947 | $5,325,000 | 0.92% |
| Sargent Investment Group, LLC | 45,242 | $3,494,000 | 0.85% |
| Denver PWM, LLC | 26,325 | $2,033,000 | 0.84% |