WADDELL & ASSOCIATES, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PRFZ and the CUSIP is 46137V597. A total of 189 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WADDELL & ASSOCIATES, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$508,376
+4.2%
15,410
+442.6%
0.07%
+2.8%
Q2 2023$487,997
+3.3%
2,840
-1.1%
0.07%
-2.7%
Q1 2023$472,501
+1.8%
2,872
-1.9%
0.07%
-5.1%
Q4 2022$463,983
+26.1%
2,929
+16.1%
0.08%
+9.9%
Q3 2022$368,000
-76.7%
2,523
-75.5%
0.07%
-77.9%
Q2 2022$1,578,000
-93.1%
10,293
-91.8%
0.32%
-91.3%
Q1 2022$22,911,000
-3.7%
125,422
+1.1%
3.68%
-2.5%
Q4 2021$23,781,000
+7.3%
124,048
+2.1%
3.77%
-0.1%
Q3 2021$22,171,000
-5.0%
121,493
-2.7%
3.78%
+6.5%
Q2 2021$23,334,000
+5.6%
124,865
-0.4%
3.54%
-21.9%
Q1 2021$22,100,000
+17.7%
125,327
+0.7%
4.54%
+5.5%
Q4 2020$18,782,000
+32.0%
124,433
+2.4%
4.30%
+11.4%
Q3 2020$14,234,000
+4.6%
121,568
-0.2%
3.86%
-4.8%
Q2 2020$13,608,000
+30.3%
121,819
+4.4%
4.05%
-2.4%
Q1 2020$10,441,000
-72.3%
116,738
-57.6%
4.15%
-63.0%
Q4 2019$37,665,000
+5.0%
275,509
-2.5%
11.24%
+0.0%
Q3 2019$35,855,000
-0.7%
282,499
-0.1%
11.23%
+2.7%
Q2 2019$36,116,000
+3.2%
282,865
+3.1%
10.94%
-1.6%
Q1 2019$34,992,000
+32.8%
274,256
+18.3%
11.12%
-9.0%
Q4 2018$26,354,000231,86412.21%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q1 2021
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 591,230$80,827,00020.87%
WADDELL & ASSOCIATES, LLC 275,509$37,665,00011.24%
Waverly Advisors, LLC 219,192$29,663,0003.90%
Arlington Financial Advisors, LLC 40,672$5,560,0003.09%
Cardan Capital Partners, LLC 152,740$20,881,0002.79%
Resource Planning Group 25,234$3,450,0001.98%
Accredited Investors Inc. 80,693$11,032,0001.87%
Charles Schwab Trust Co 35,210$4,814,0001.87%
Marquette Asset Management, LLC 35,199$4,812,0001.58%
Callan Capital, LLC 41,580$5,684,0001.56%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders