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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC SUN FINANCIAL CORP | 24,123 | $1,856,000 | 1.64% |
| Well Done, LLC | 70,940 | $5,458,000 | 1.26% |
| Spectrum Wealth Advisory Group, LLC | 7,023 | $540,000 | 0.97% |
| RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 7,421 | $570,000 | 0.65% |
| First Financial Bank - Trust Division | 13,202 | $1,016,000 | 0.14% |
| Retirement Group, LLC | 2,635 | $203,000 | 0.13% |
| Kingsview Wealth Management, LLC | 13,526 | $1,041,000 | 0.13% |
| Cetera Investment Advisers | 14,006 | $1,074,000 | 0.11% |
| EP Wealth Advisors, LLC | 31,603 | $2,432,000 | 0.10% |
| GREAT VALLEY ADVISOR GROUP, INC. | 5,300 | $408,000 | 0.09% |