Elwood & Goetz Wealth Advisory Group, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PBW and the CUSIP is 46137V134. A total of 161 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is 0.43 and the average weighting 0.0%.

Quarter-by-quarter ownership
Elwood & Goetz Wealth Advisory Group, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q2 2023$295,752
+0.3%
7,372
+1.0%
0.07%
-4.3%
Q1 2023$294,908
+14.6%
7,298
+8.7%
0.07%
-10.3%
Q4 2022$257,376
-17.2%
6,715
+4.0%
0.08%
-25.7%
Q3 2022$311,000
+5.4%
6,458
+0.1%
0.10%
+6.1%
Q2 2022$295,000
-31.1%
6,449
-1.9%
0.10%
-25.6%
Q1 2022$428,000
-5.3%
6,571
+3.7%
0.13%
-5.7%
Q4 2021$452,000
+5.6%
6,335
+14.2%
0.14%
-4.7%
Q3 2021$428,000
+26.3%
5,547
+52.6%
0.15%
+16.5%
Q2 2021$339,000
+0.3%
3,635
+5.7%
0.13%
-9.3%
Q1 2021$338,000
-19.5%
3,439
-15.3%
0.14%
-27.1%
Q4 2020$420,000
+51.6%
4,060
-10.9%
0.19%
+28.9%
Q3 2020$277,000
+4.5%
4,555
-30.1%
0.15%
-8.0%
Q2 2020$265,000
+29.9%
6,517
+9.3%
0.16%
+11.0%
Q4 2019$204,0005,9650.15%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 74,234$5,302,0004.52%
STRATEGIC WEALTH MANAGEMENT INC 44,398$3,171,0001.57%
Stegent Equity Advisors, Inc. 18,790$1,347,0001.09%
MCMILLION CAPITAL MANAGEMENT INC 24,352$1,739,0000.94%
CJM Wealth Advisers, Ltd. 18,115$1,293,7520.92%
Providence First Trust Co 27,180$1,941,0000.88%
Family Firm, Inc. 45,300$3,235,0000.84%
Diversified, LLC 27,593$1,971,0000.83%
NTV ASSET MANAGEMENT LLC 68,137$4,866,0000.81%
BRANDYWINE OAK PRIVATE WEALTH LLC 101,948$7,316,0000.80%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders