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 ↓ |
|---|---|---|---|
| Eagle Strategies LLC | 667,170 | $13,290,029 | 3.32% |
| AlphaCore Capital LLC | 579,477 | $11,543,190 | 3.06% |
| Laurel Wealth Planning LLC | 190,636 | $3,797 | 2.52% |
| Provident Wealth Management, LLC | 168,652 | $3,359,548 | 1.72% |
| ICA Group Wealth Management, LLC | 343,558 | $6,843,663 | 1.63% |
| Capital Advisory Group Advisory Services, LLC | 128,168 | $2,553,107 | 1.54% |
| Salomon & Ludwin, LLC | 606,262 | $12,076,730 | 1.44% |
| Investors Research Corp | 237,655 | $4,734,088 | 1.23% |
| Ahrens Investment Partners LLC | 109,989 | $2,190,971 | 1.09% |
| CALTON & ASSOCIATES, INC. | 84,672 | $1,686,662 | 0.78% |