Charles Schwab Trust Co - INVESCO EXCHANGE TRADED FD T ownership

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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%.

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Quarter-by-quarter ownership
Charles Schwab Trust Co ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$2,862,476
+13.7%
86,768
+443.9%
0.32%
+6.3%
Q2 2023$2,517,382
-6.1%
15,954
-2.1%
0.30%
-6.5%
Q1 2023$2,682,334
-17.2%
16,304
-20.3%
0.32%
-23.9%
Q4 2022$3,238,534
+27.6%
20,444
+17.4%
0.43%
-0.2%
Q3 2022$2,538,000
+62.2%
17,420
+70.6%
0.43%
+31.8%
Q2 2022$1,565,000
+430.5%
10,209
+532.1%
0.32%
+523.1%
Q1 2022$295,000
-21.1%
1,615
-17.2%
0.05%
-14.8%
Q4 2021$374,000
-94.2%
1,950
-94.5%
0.06%
-95.2%
Q3 2021$6,477,000
+9.8%
35,490
+12.4%
1.27%
+9.6%
Q2 2021$5,901,000
-2.9%
31,577
-7.0%
1.16%
-7.9%
Q1 2021$6,079,000
+4.3%
33,937
-12.1%
1.26%
-9.8%
Q4 2020$5,827,000
+28.7%
38,607
-0.2%
1.40%
+0.4%
Q3 2020$4,528,000
+1.8%
38,669
-2.9%
1.39%
-6.0%
Q2 2020$4,449,000
-20.1%
39,816
-36.0%
1.48%
-35.8%
Q1 2020$5,566,000
+15.6%
62,228
+76.7%
2.30%
+23.1%
Q4 2019$4,814,000
+7.6%
35,210
-1.9%
1.87%
-10.2%
Q3 2019$4,475,000–35,887–2.08%–
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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