9258 Wealth Management, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PKW and the CUSIP is 46137V308. A total of 156 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$2,451,683
+0.6%
27,2500.0%0.48%
+3.9%
Q2 2023$2,437,513
+5.1%
27,2500.0%0.46%
-1.9%
Q1 2023$2,318,158
-0.6%
27,2500.0%0.47%
-7.3%
Q4 2022$2,331,510
+15.3%
27,2500.0%0.50%
-2.3%
Q3 2022$2,022,000
-4.6%
27,250
-0.4%
0.52%
-5.0%
Q2 2022$2,120,000
-14.3%
27,3500.0%0.54%
-5.2%
Q1 2022$2,475,000
-6.6%
27,350
-0.4%
0.57%
-5.4%
Q4 2021$2,649,000
+5.8%
27,450
-1.1%
0.61%
-9.1%
Q3 2021$2,503,000
+1.0%
27,767
+1.2%
0.67%
+0.1%
Q2 2021$2,477,000
+7.1%
27,4500.0%0.67%
-3.9%
Q1 2021$2,312,000
+14.9%
27,4500.0%0.69%
+5.8%
Q4 2020$2,013,000
+15.9%
27,450
-6.6%
0.66%0.0%
Q3 2020$1,737,000
-2.7%
29,400
-5.5%
0.66%
-9.3%
Q2 2020$1,785,000
+7.1%
31,1000.0%0.72%
-1.4%
Q1 2020$1,667,000
-24.6%
31,100
-3.0%
0.73%
-9.6%
Q4 2019$2,211,00032,0600.81%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2020
NameSharesValueWeighting ↓
Pacific Wealth Strategies Group, Inc. 87,286$7,807,7737.99%
Legacy Capital Wealth Partners, LLC 81,008$7,246,1306.02%
Curtis Advisory Group, LLC 88,949$7,956,4882.54%
PACIFIC SUN FINANCIAL CORP 15,405$1,310,5030.88%
H&H Retirement Design & Management INC 12,946$1,186,4110.79%
CAHILL FINANCIAL ADVISORS INC 52,273$4,675,8550.76%
Resonant Capital Advisors, LLC 63,892$5,715,1390.62%
Gator Capital Management, LLC 9,376$838,6830.59%
AllSquare Wealth Management LLC 8,588$715,5960.46%
S.A. Mason LLC 7,503$638,2800.46%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders