Valeo Financial Advisors, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PRFZ and the CUSIP is 46137V597. A total of 223 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$237,297
-4.0%
7,193
+399.9%
0.01%0.0%
Q2 2023$247,194
+4.4%
1,4390.0%0.01%0.0%
Q1 2023$236,678
-3.6%
1,439
-7.2%
0.01%
-15.4%
Q4 2022$245,527
+8.6%
1,5500.0%0.01%
-7.1%
Q3 2022$226,000
-5.0%
1,550
+0.1%
0.01%
-6.7%
Q2 2022$238,000
-15.9%
1,5490.0%0.02%
+7.1%
Q1 2022$283,000
+19.4%
1,549
+25.1%
0.01%
+7.7%
Q4 2021$237,000
+4.9%
1,2380.0%0.01%0.0%
Q3 2021$226,000
-2.2%
1,238
+0.1%
0.01%
-7.1%
Q2 2021$231,000
+6.0%
1,2370.0%0.01%
+40.0%
Q1 2021$218,000
+107.6%
1,237
+77.2%
0.01%
+100.0%
Q4 2020$105,000
+28.0%
6980.0%0.01%
-28.6%
Q3 2020$82,000
+9.3%
698
+3.9%
0.01%0.0%
Q2 2020$75,000
-19.4%
672
-31.0%
0.01%
-30.0%
Q1 2020$93,000
-62.7%
974
-46.4%
0.01%
-58.3%
Q4 2019$249,000
+102.4%
1,818
+86.8%
0.02%
+71.4%
Q3 2019$123,000
-0.8%
9730.0%0.01%0.0%
Q2 2019$124,000
+129.6%
973
+128.4%
0.01%
+100.0%
Q1 2019$54,000
-20.6%
426
-29.0%
0.01%
-30.0%
Q4 2018$68,000
-11.7%
6000.0%0.01%0.0%
Q3 2018$77,000
-28.7%
600
-21.5%
0.01%
-33.3%
Q2 2018$108,0007640.02%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
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