INVESCO EXCHANGE TRADED FD T's ticker is CZA and the CUSIP is 46137Y401.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,116 | +8.4% | 3,276 | +13.6% | 0.02% | +9.1% |
| Q2 2023 | $257,446 | +8.4% | 2,885 | +6.1% | 0.02% | 0.0% |
| Q1 2023 | $237,431 | -25.3% | 2,720 | -31.6% | 0.02% | +22.2% |
| Q3 2022 | $318,000 | +55.1% | 3,974 | +62.9% | 0.02% | +50.0% |
| Q2 2022 | $205,000 | – | 2,440 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC SUN FINANCIAL CORP | 24,083 | $1,754,000 | 1.66% |
| Well Done, LLC | 150,976 | $10,994,000 | 1.33% |
| Spectrum Wealth Advisory Group, LLC | 7,044 | $513,000 | 1.02% |
| Paulson Wealth Management Inc. | 4,226 | $308,000 | 0.23% |
| Kingsview Wealth Management, LLC | 12,564 | $915,000 | 0.14% |
| First Financial Bank - Trust Division | 13,202 | $961,000 | 0.14% |
| EP Wealth Advisors, LLC | 30,798 | $2,243,000 | 0.11% |
| Atwater Malick LLC | 1,608 | $117,000 | 0.10% |
| Cetera Investment Advisers | 10,393 | $758,000 | 0.09% |
| WINTRUST INVESTMENTS LLC | 8,185 | $596,000 | 0.09% |