Lehman & Derafelo Financial Resources LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PKW and the CUSIP is 46137V308. A total of 195 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.

Quarter-by-quarter ownership
Lehman & Derafelo Financial Resources LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q4 2022$513,360
+15.4%
6,0000.0%0.15%
+8.6%
Q3 2022$445,000
-4.3%
6,0000.0%0.14%
-2.8%
Q2 2022$465,000
-14.4%
6,0000.0%0.14%
-4.6%
Q1 2022$543,000
-6.2%
6,0000.0%0.15%
-13.7%
Q4 2021$579,000
+7.0%
6,0000.0%0.18%
-0.6%
Q3 2021$541,000
-0.2%
6,0000.0%0.18%
+18.9%
Q2 2021$542,000
+7.3%
6,0000.0%0.15%
+4.2%
Q1 2021$505,000
+14.8%
6,0000.0%0.14%
+7.6%
Q4 2020$440,000
+21.9%
6,0000.0%0.13%
+14.8%
Q3 2020$361,000
+4.9%
6,0000.0%0.12%
-4.2%
Q2 2020$344,000
+18.2%
6,0000.0%0.12%
-0.8%
Q1 2020$291,000
-32.0%
6,000
-3.2%
0.12%
-21.4%
Q4 2019$428,000
+10.3%
6,2000.0%0.15%
+4.1%
Q3 2019$388,000
-2.0%
6,2000.0%0.15%
-8.1%
Q2 2019$396,000
+4.5%
6,200
-2.4%
0.16%
-1.8%
Q1 2019$379,000
+14.5%
6,3500.0%0.16%
-0.6%
Q4 2018$331,0006,3500.16%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2022
NameSharesValueWeighting ↓
Legacy Capital Wealth Partners, LLC 141,128$10,940,0005.50%
Pacific Wealth Strategies Group, Inc. 52,043$4,034,0005.20%
DB Wealth Management Group, LLC 42,369$3,284,0002.24%
Fermata Advisors, LLC 75,734$5,872,0002.05%
Curtis Advisory Group, LLC 62,802$4,868,0001.93%
Stegent Equity Advisors, Inc. 9,761$755,0000.98%
CAHILL FINANCIAL ADVISORS INC 50,911$3,947,0000.84%
PACIFIC SUN FINANCIAL CORP 15,705$1,217,0000.80%
Resonant Capital Advisors, LLC 63,892$4,953,0000.77%
Tempus Wealth Planning, LLC 11,810$916,0000.75%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders