LIBERTY WEALTH MANAGEMENT LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PJP and the CUSIP is 46137V662. A total of 79 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2021$94,000
+95.8%
1,196
+100.3%
0.03%
+78.9%
Q2 2021$48,000
+4.3%
597
+0.5%
0.02%
-13.6%
Q1 2021$46,0000.0%5940.0%0.02%
-4.3%
Q4 2020$46,000
+21.1%
594
+0.2%
0.02%
+4.5%
Q3 2020$38,0000.0%593
+0.2%
0.02%
-18.5%
Q2 2020$38,000
+18.8%
592
+0.2%
0.03%
-3.6%
Q1 2020$32,000
-43.9%
591
-34.8%
0.03%
-37.8%
Q4 2019$57,000
+119.2%
907
+95.9%
0.04%
+80.0%
Q3 2019$26,000
-44.7%
463
-40.6%
0.02%
-39.0%
Q2 2019$47,000
+56.7%
779
+69.0%
0.04%
+78.3%
Q1 2019$30,000
-3.2%
461
-8.7%
0.02%0.0%
Q4 2018$31,0005050.02%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
Peak Asset Management, LLC 130,318$9,430,7192.28%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 20,474$1,4820.50%
Element Wealth, LLC 6,453$466,9840.34%
Stonebridge Financial Planning Group, LLC 5,843$422,8450.27%
Institute for Wealth Management, LLC. 13,168$952,9280.17%
Diversified, LLC 4,260$308,3140.08%
CATALYST FINANCIAL PARTNERS LLC 2,940$212,7590.07%
FLAGSHIP HARBOR ADVISORS, LLC 8,654$626,2270.05%
MEANS INVESTMENT CO., INC. 4,368$316,1080.05%
Capital Investment Advisory Services, LLC 7,071$511,7060.05%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders