INVESCO EXCHANGE TRADED FD T's ticker is PXI and the CUSIP is 46137V878.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $60,112 | +17.0% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $51,376 | -0.9% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $51,818 | -7.8% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $56,199 | +10.2% | 1,300 | 0.0% | 0.00% | -25.0% |
| Q3 2022 | $51,000 | -42.0% | 1,300 | -43.5% | 0.00% | 0.0% |
| Q2 2022 | $88,000 | -10.2% | 2,300 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $98,000 | -81.6% | 2,300 | -86.8% | 0.00% | -80.0% |
| Q4 2021 | $533,000 | +1200.0% | 17,436 | +1241.2% | 0.02% | +900.0% |
| Q3 2021 | $41,000 | -90.1% | 1,300 | -90.4% | 0.00% | -87.5% |
| Q2 2021 | $416,000 | -22.4% | 13,491 | -38.5% | 0.02% | +6.7% |
| Q1 2021 | $536,000 | – | 21,926 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 287,340 | $11,287,000 | 1.66% |
| Consolidated Planning Corp | 106,447 | $4,181,000 | 1.30% |
| Genesee Capital Advisors, LLC | 32,774 | $1,287,000 | 0.98% |
| Financial Management Professionals, Inc. | 47,871 | $1,880,000 | 0.43% |
| SFG Wealth Management, LLC. | 6,823 | $268,000 | 0.36% |
| STRATEGY ASSET MANAGERS LLC | 19,413 | $763,000 | 0.21% |
| WMG Financial Advisors, LLC | 5,644 | $222,000 | 0.20% |
| SILVER OAK SECURITIES, Inc | 16,149 | $746,730 | 0.16% |
| MinichMacGregor Wealth Management, LLC | 10,133 | $398,000 | 0.16% |
| First Capital Advisors Group, LLC. | 2,667 | $105,000 | 0.09% |