INVESCO EXCHANGE TRADED FD T's ticker is PRFZ and the CUSIP is 46137V597. A total of 175 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2020. The put-call ratio across all filers is 0.98 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,146,268 | +0.4% | 65,058 | +422.7% | 0.89% | +3.6% |
| Q2 2023 | $2,138,654 | +8.3% | 12,446 | +3.7% | 0.86% | +8.6% |
| Q1 2023 | $1,974,331 | +4.4% | 12,001 | +0.5% | 0.79% | -0.4% |
| Q4 2022 | $1,890,811 | +26.6% | 11,936 | +22.5% | 0.79% | +24.0% |
| Q3 2022 | $1,494,000 | 0.0% | 9,746 | 0.0% | 0.64% | 0.0% |
| Q2 2022 | $1,494,000 | -9.8% | 9,746 | +7.5% | 0.64% | +2.9% |
| Q1 2022 | $1,656,000 | -11.9% | 9,064 | -7.6% | 0.62% | -11.8% |
| Q4 2021 | $1,880,000 | -8.2% | 9,809 | -12.6% | 0.70% | -8.2% |
| Q3 2021 | $2,048,000 | -6.1% | 11,223 | -3.9% | 0.76% | -3.7% |
| Q2 2021 | $2,182,000 | +22.0% | 11,674 | +15.1% | 0.79% | +8.9% |
| Q1 2021 | $1,788,000 | +41.6% | 10,142 | +21.2% | 0.73% | +31.8% |
| Q4 2020 | $1,263,000 | +38.8% | 8,366 | +7.7% | 0.55% | +18.4% |
| Q3 2020 | $910,000 | +1.7% | 7,769 | -3.0% | 0.47% | -7.9% |
| Q2 2020 | $895,000 | +25.5% | 8,009 | +0.5% | 0.51% | +2.4% |
| Q1 2020 | $713,000 | -63.8% | 7,972 | -44.6% | 0.50% | -61.1% |
| Q4 2019 | $1,968,000 | +9.5% | 14,395 | +1.6% | 1.27% | -1.5% |
| Q3 2019 | $1,798,000 | +13.7% | 14,163 | +1.8% | 1.29% | -10.4% |
| Q2 2019 | $1,581,000 | -14.9% | 13,908 | -2.7% | 1.44% | +22.3% |
| Q1 2019 | $1,858,000 | +17.5% | 14,287 | +2.7% | 1.18% | -1.7% |
| Q4 2018 | $1,581,000 | – | 13,908 | – | 1.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arbor Investment Advisors, LLC | 156,022 | $25,668,766 | 4.73% |
| Johnson & White Wealth Management, LLC | 27,289 | $4,490 | 4.00% |
| Three Bridge Wealth Advisors, LLC | 37,631 | $6,190,999 | 2.87% |
| Waverly Advisors, LLC | 301,770 | $49,647,139 | 2.59% |
| Arlington Financial Advisors, LLC | 39,227 | $6,453,665 | 2.49% |
| Sound Stewardship, LLC | 17,675 | $2,907,833 | 1.96% |
| Resource Planning Group | 10,225 | $1,682,165 | 1.37% |
| Callan Capital, LLC | 68,036 | $11,193,263 | 1.30% |
| Charles Schwab Investment Advisory, Inc. | 4,176,965 | $687,194,301 | 1.10% |
| Verum Partners LLC | 4,809 | $791,218 | 0.84% |