BELLEVUE ASSET MANAGEMENT, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PTH and the CUSIP is 46137V852. A total of 104 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2020. The put-call ratio across all filers is 0.89 and the average weighting 0.2%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$48,743
-17.2%
1,452
+200.0%
0.03%
-10.8%
Q2 2023$58,864
+8.3%
4840.0%0.04%0.0%
Q1 2023$54,333
-34.4%
484
-29.2%
0.04%
-42.2%
Q4 2022$82,764
-0.3%
6840.0%0.06%
-1.5%
Q3 2022$83,000
+5.1%
6840.0%0.06%
+14.0%
Q2 2022$79,000
-15.1%
6840.0%0.06%0.0%
Q1 2022$93,000
-12.3%
6840.0%0.06%
-8.1%
Q4 2021$106,000
-23.2%
684
-19.6%
0.06%
-26.2%
Q3 2021$138,000
-2.8%
8510.0%0.08%
-3.4%
Q2 2021$142,000
-3.4%
851
-8.5%
0.09%
-4.4%
Q1 2021$147,000
-9.3%
930
-1.6%
0.09%
-8.1%
Q4 2020$162,000
+11.0%
945
-12.1%
0.10%
-2.9%
Q3 2020$146,000
+11.5%
1,0750.0%0.10%
-23.9%
Q2 2020$131,000
+18.0%
1,0750.0%0.13%
+16.5%
Q1 2020$111,000
+19.4%
1,075
+10.1%
0.12%
+59.7%
Q4 2019$93,0009760.07%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2020
NameSharesValueWeighting ↓
SFI Advisors, LLC 86,370$2,900,3052.83%
KRAEMATON INVESTMENT ADVISORS, INC 30,839$1,035,5741.28%
SignalPoint Asset Management, LLC 25,030$840,5070.27%
BEAM WEALTH ADVISORS, INC. 9,894$332,2240.24%
Connectus Wealth, LLC 258,417$8,677,6430.19%
Concentrum Wealth Management 8,094$271,7970.16%
Asset Allocation Strategies LLC 10,331$346,9160.16%
IHT Wealth Management, LLC 44,195$1,484,0690.08%
Sunbelt Securities, Inc. 12,836$431,0330.06%
BELLEVUE ASSET MANAGEMENT, LLC 1,452$48,7430.03%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders