Concentrum Wealth Management - INVESCO EXCHANGE TRADED FD T ownership

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INVESCO EXCHANGE TRADED FD T's ticker is PTH and the CUSIP is 46137V852. A total of 77 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
Concentrum Wealth Management ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$271,797
-17.4%
8,094
+199.4%
0.16%
-22.3%
Q2 2023$329,171
+8.5%
2,7030.0%0.21%
-6.2%
Q1 2023$303,439
-10.3%
2,703
-1.7%
0.22%
-25.7%
Q4 2022$338,401
+1.6%
2,7510.0%0.30%
+4.5%
Q3 2022$333,000
+5.4%
2,7510.0%0.29%
+12.0%
Q2 2022$316,000
-14.6%
2,7510.0%0.26%
+12.6%
Q1 2022$370,000
-13.1%
2,7510.0%0.23%
+3.6%
Q4 2021$426,000
-3.8%
2,7510.0%0.22%
-20.1%
Q3 2021$443,000
-3.1%
2,7510.0%0.28%
-5.1%
Q2 2021$457,000
+5.8%
2,7510.0%0.29%
-10.1%
Q1 2021$432,000
-1.8%
2,7510.0%0.33%
-6.1%
Q4 2020$440,000
+14.0%
2,751
-3.2%
0.35%
-5.7%
Q3 2020$386,000
+10.9%
2,8430.0%0.37%
+4.2%
Q2 2020$348,000
+18.8%
2,843
-17.2%
0.35%
-10.4%
Q1 2020$293,000
-18.2%
3,434
-8.2%
0.39%
-2.2%
Q4 2019$358,000
+22.2%
3,7410.0%0.40%
+8.9%
Q3 2019$293,000
-25.8%
3,741
-16.5%
0.37%
-21.8%
Q2 2019$395,000
+10.6%
4,479
-0.1%
0.47%
+0.4%
Q1 2019$357,000
+11.9%
4,4840.0%0.47%
-13.4%
Q4 2018$319,000–4,484–0.54%–
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Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2022
NameSharesValueWeighting ↓
SFI Advisors, LLC 86,370$2,900,3052.83%
KRAEMATON INVESTMENT ADVISORS, INC 30,839$1,035,5741.28%
SignalPoint Asset Management, LLC 25,030$840,5070.27%
BEAM WEALTH ADVISORS, INC. 9,894$332,2240.24%
Connectus Wealth, LLC 258,417$8,677,6430.19%
Concentrum Wealth Management 8,094$271,7970.16%
Asset Allocation Strategies LLC 10,331$346,9160.16%
IHT Wealth Management, LLC 44,195$1,484,0690.08%
Sunbelt Securities, Inc. 12,836$431,0330.06%
BELLEVUE ASSET MANAGEMENT, LLC 1,452$48,7430.03%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders