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

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
Lehman & Derafelo Financial Resources LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2022$5,0000.0%350.0%0.00%0.0%
Q2 2022$5,000
-16.7%
350.0%0.00%0.0%
Q3 2021$6,000
-14.3%
350.0%0.00%0.0%
Q2 2021$7,000
+16.7%
350.0%0.00%0.0%
Q1 2021$6,000
+20.0%
350.0%0.00%
+100.0%
Q4 2020$5,000
+25.0%
350.0%0.00%0.0%
Q3 2020$4,0000.0%350.0%0.00%0.0%
Q2 2020$4,000
+33.3%
350.0%0.00%0.0%
Q1 2020$3,000
-40.0%
350.0%0.00%
-50.0%
Q4 2019$5,000
+25.0%
350.0%0.00%0.0%
Q3 2019$4,000
-20.0%
350.0%0.00%0.0%
Q2 2019$5,000
+25.0%
350.0%0.00%0.0%
Q1 2019$4,0000.0%350.0%0.00%0.0%
Q4 2018$4,000350.00%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2020
NameSharesValueWeighting ↓
Arbor Investment Advisors, LLC 156,022$25,668,7664.73%
Johnson & White Wealth Management, LLC 27,289$4,4904.00%
Three Bridge Wealth Advisors, LLC 37,631$6,190,9992.87%
Waverly Advisors, LLC 301,770$49,647,1392.59%
Arlington Financial Advisors, LLC 39,227$6,453,6652.49%
Sound Stewardship, LLC 17,675$2,907,8331.96%
Resource Planning Group 10,225$1,682,1651.37%
Callan Capital, LLC 68,036$11,193,2631.30%
Charles Schwab Investment Advisory, Inc. 4,176,965$687,194,3011.10%
Verum Partners LLC 4,809$791,2180.84%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders