Geneos Wealth Management Inc. - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PBW and the CUSIP is 46137V134. A total of 257 filers reported holding INVESCO EXCHANGE TRADED FD T in Q2 2021. The put-call ratio across all filers is 1.16 and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$81,938
-29.7%
2,607
-10.3%
0.00%
-33.3%
Q2 2023$116,629
-0.7%
2,9070.0%0.01%
-14.3%
Q1 2023$117,472
+5.4%
2,9070.0%0.01%0.0%
Q4 2022$111,425
-20.4%
2,9070.0%0.01%
-30.0%
Q3 2022$140,000
-52.4%
2,907
-55.2%
0.01%
-33.3%
Q2 2022$294,000
-44.3%
6,495
-20.0%
0.02%
-34.8%
Q1 2022$528,000
-10.8%
8,115
-2.1%
0.02%0.0%
Q4 2021$592,000
-21.2%
8,289
-14.5%
0.02%
-20.7%
Q3 2021$751,000
-14.4%
9,7000.0%0.03%
-14.7%
Q2 2021$877,000
+4.5%
9,700
+1.6%
0.03%
+47.8%
Q1 2021$839,000
-6.3%
9,5510.0%0.02%
-36.1%
Q4 2020$895,000
+90.0%
9,551
+14.5%
0.04%
+50.0%
Q3 2020$471,000
+19.8%
8,344
-20.3%
0.02%
+9.1%
Q2 2020$393,000
+22.8%
10,474
-12.5%
0.02%
+4.8%
Q1 2020$320,000
-21.4%
11,974
-1.5%
0.02%
-4.5%
Q4 2019$407,000
+9.4%
12,160
-4.7%
0.02%0.0%
Q3 2019$372,000
+48.8%
12,760
+51.0%
0.02%
+37.5%
Q2 2019$250,000
+24900.0%
8,448
+22131.6%
0.02%
Q1 2019$1,0000.0%38
-34.5%
0.00%
Q4 2018$1,0000.0%580.0%0.00%
Q3 2018$1,000
-80.0%
58
-74.8%
0.00%
Q2 2018$5,0002300.00%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q2 2021
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