WealthShield Partners, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PHO and the CUSIP is 46137V142. A total of 354 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is 1.04 and the average weighting 0.1%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q2 2024$197,586
-2.5%
3,0440.0%0.03%
-9.1%
Q1 2024$202,639
+9.4%
3,0440.0%0.03%
+10.0%
Q4 2023$185,258
-7.6%
3,044
-19.2%
0.03%0.0%
Q3 2023$200,435
-5.8%
3,769
-0.2%
0.03%
-6.2%
Q2 2023$212,872
+6.0%
3,775
+0.3%
0.03%0.0%
Q1 2023$200,863
-22.1%
3,765
-11.4%
0.03%
-25.6%
Q4 2021$258,000
+2766.7%
4,248
+2112.5%
0.04%
+2050.0%
Q1 2021$9,000
+12.5%
1920.0%0.00%
-33.3%
Q3 2020$8,000
+14.3%
1920.0%0.00%0.0%
Q2 2020$7,000
+16.7%
1920.0%0.00%
-25.0%
Q1 2020$6,000
-14.3%
1920.0%0.00%
+33.3%
Q4 2019$7,0000.0%1920.0%0.00%
-25.0%
Q3 2019$7,0000.0%1920.0%0.00%0.0%
Q2 2019$7,0000.0%1920.0%0.00%0.0%
Q1 2019$7,000
+40.0%
1920.0%0.00%
+33.3%
Q4 2018$5,000
-16.7%
1920.0%0.00%0.0%
Q3 2018$6,0000.0%1920.0%0.00%
-25.0%
Q2 2018$6,0001920.00%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2023
NameSharesValueWeighting ↓
Polianta Ltd 482,600$18,642,00011.35%
Arlington Capital Management, Inc. 319,207$12,331,0007.70%
Raab & Moskowitz Asset Management LLC 117,510$4,539,0001.79%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 173,681$6,709,0001.65%
BECK CAPITAL MANAGEMENT, LLC 81,628$3,153,0001.54%
Verity Asset Management, Inc. 33,715$1,302,0001.30%
Hamilton Wealth, LLC 41,939$1,620,0001.10%
MD Financial Management Inc. 416,104$16,074,0000.81%
Glen Eagle Advisors, LLC 28,600$1,104,8110.59%
CONCENTRIC WEALTH MANAGEMENT, LLC 30,550$1,180,0000.51%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders