INVESCO EXCHANGE TRADED FD T's ticker is PSL and the CUSIP is 46137V886.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $325,733 | -3.9% | 3,903 | 0.0% | 0.02% | -5.6% |
Q2 2023 | $338,822 | +0.8% | 3,903 | 0.0% | 0.02% | -10.0% |
Q1 2023 | $336,142 | +4.2% | 3,903 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $322,661 | +10.5% | 3,903 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $292,000 | -67.6% | 3,903 | -65.4% | 0.02% | -54.5% |
Q2 2022 | $900,000 | -7.5% | 11,273 | -0.9% | 0.04% | +4.8% |
Q1 2022 | $973,000 | +42.7% | 11,372 | +52.3% | 0.04% | +61.5% |
Q4 2021 | $682,000 | -11.8% | 7,468 | -13.0% | 0.03% | -13.3% |
Q3 2021 | $773,000 | -3.6% | 8,582 | +0.0% | 0.03% | -3.2% |
Q2 2021 | $802,000 | -42.7% | 8,581 | -42.2% | 0.03% | -20.5% |
Q1 2021 | $1,399,000 | +59.3% | 14,834 | -4.9% | 0.04% | +11.4% |
Q4 2020 | $878,000 | +17.1% | 15,606 | +58.0% | 0.04% | -10.3% |
Q3 2020 | $750,000 | +18.3% | 9,880 | -1.5% | 0.04% | +11.4% |
Q2 2020 | $634,000 | +9.5% | 10,030 | -4.3% | 0.04% | -10.3% |
Q1 2020 | $579,000 | -25.7% | 10,479 | 0.0% | 0.04% | -7.1% |
Q4 2019 | $779,000 | -3.2% | 10,479 | -7.1% | 0.04% | -12.5% |
Q3 2019 | $805,000 | -3.2% | 11,279 | -2.6% | 0.05% | -7.7% |
Q2 2019 | $832,000 | -3.7% | 11,579 | -4.9% | 0.05% | -8.8% |
Q1 2019 | $864,000 | +9.2% | 12,179 | 0.0% | 0.06% | -3.4% |
Q4 2018 | $791,000 | -9.4% | 12,179 | 0.0% | 0.06% | +1.7% |
Q3 2018 | $873,000 | +1.3% | 12,179 | +0.0% | 0.06% | -13.4% |
Q2 2018 | $862,000 | – | 12,178 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
WealthBridge Capital Management, LLC | 9,211 | $518,000 | 0.36% |
PACIFIC SUN FINANCIAL CORP | 5,413 | $305,000 | 0.35% |
Selective Wealth Management, Inc. | 3,228 | $182,000 | 0.28% |
Cetera Advisors LLC | 75,764 | $4,264,000 | 0.23% |
SignalPoint Asset Management, LLC | 5,828 | $328,000 | 0.17% |
MURPHY CAPITAL MANAGEMENT INC | 9,005 | $506,000 | 0.10% |
LINCOLN NATIONAL CORP | 38,338 | $2,158,000 | 0.08% |
Tower Research Capital LLC (TRC) | 21,626 | $1,217,000 | 0.07% |
BELLEVUE ASSET MANAGEMENT, LLC | 1,139 | $70,000 | 0.07% |
Belpointe Asset Management LLC | 7,125 | $401,000 | 0.07% |