INVESCO EXCHANGE TRADED FD T's ticker is CZA and the CUSIP is 46137Y401.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,589 | -4.5% | 488 | 0.0% | 0.02% | -5.6% |
| Q2 2023 | $43,570 | +101225.6% | 488 | 0.0% | 0.02% | -10.0% |
| Q1 2023 | $43 | 0.0% | 488 | 0.0% | 0.02% | -4.8% |
| Q4 2022 | $43 | -99.9% | 488 | -3.4% | 0.02% | -34.4% |
| Q3 2022 | $40,000 | -4.8% | 505 | 0.0% | 0.03% | +88.2% |
| Q2 2022 | $42,000 | -41.7% | 505 | -33.1% | 0.02% | -39.3% |
| Q1 2022 | $72,000 | 0.0% | 755 | +0.1% | 0.03% | -9.7% |
| Q4 2021 | $72,000 | +5.9% | 754 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $68,000 | +7.9% | 754 | +7.1% | 0.03% | +3.3% |
| Q2 2021 | $63,000 | +6.8% | 704 | 0.0% | 0.03% | +11.1% |
| Q1 2021 | $59,000 | -60.4% | 704 | -64.2% | 0.03% | -60.3% |
| Q4 2020 | $149,000 | -8.6% | 1,964 | -20.5% | 0.07% | -25.3% |
| Q3 2020 | $163,000 | +7.2% | 2,471 | 0.0% | 0.09% | -3.2% |
| Q2 2020 | $152,000 | -25.1% | 2,471 | -6.2% | 0.09% | -28.8% |
| Q4 2019 | $203,000 | – | 2,635 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Colonial River Wealth Management, LLC | 33,308 | $3,201,000 | 1.72% |
| Empirical Asset Management, LLC | 14,859 | $1,428,000 | 1.38% |
| PACIFIC SUN FINANCIAL CORP | 24,166 | $2,323,000 | 1.24% |
| WILLNER & HELLER, LLC | 8,551 | $769,000 | 1.02% |
| Rodgers & Associates, LTD | 55,866 | $5,369,000 | 0.81% |
| Well Done, LLC | 17,170 | $1,650,000 | 0.33% |
| Domani Wealth, LLC | 9,006 | $866,000 | 0.17% |
| TNF LLC | 4,268 | $402,000 | 0.17% |
| NWAM LLC | 19,241 | $1,849,000 | 0.15% |
| Clear Creek Financial Management, LLC | 5,707 | $548,000 | 0.08% |