INVESCO EXCHANGE TRADED FD T's ticker is PEY and the CUSIP is 46137V563.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,156 | -0.2% | 894 | 0.0% | 0.01% | -14.3% |
| Q2 2023 | $17,183 | -3.5% | 894 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $17,808 | -3.7% | 894 | 0.0% | 0.01% | -27.3% |
| Q4 2022 | $18,497 | +8.8% | 894 | 0.0% | 0.01% | -15.4% |
| Q3 2022 | $17,000 | -5.6% | 894 | 0.0% | 0.01% | -7.1% |
| Q2 2022 | $18,000 | -14.3% | 894 | -5.0% | 0.01% | -6.7% |
| Q1 2022 | $21,000 | +5.0% | 941 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $20,000 | +5.3% | 941 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $19,000 | -9.5% | 941 | -9.5% | 0.02% | 0.0% |
| Q2 2021 | $21,000 | 0.0% | 1,040 | 0.0% | 0.02% | -11.8% |
| Q1 2021 | $21,000 | +16.7% | 1,040 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $18,000 | – | 1,040 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AlphaCore Capital LLC | 759,647 | $14,577,631 | 2.30% |
| Provident Wealth Management, LLC | 169,798 | $3,258,417 | 1.58% |
| Cresta Advisors, Ltd. | 98,786 | $1,895,704 | 1.47% |
| Capital Advisory Group Advisory Services, LLC | 126,727 | $2,431,891 | 1.38% |
| Salomon & Ludwin, LLC | 585,195 | $11,229,883 | 1.17% |
| Investors Research Corp | 222,998 | $4,279,332 | 1.12% |
| Brick & Kyle, Associates | 89,587 | $1,719 | 0.91% |
| Fulcrum Equity Management | 28,013 | $537,569 | 0.63% |
| Capital Advisors, Ltd. LLC | 194,243 | $3,728 | 0.57% |
| BARRETT & COMPANY, INC. | 46,189 | $886,369 | 0.52% |