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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $304,697 | +3.9% | 1,852 | 0.0% | 0.13% | -3.8% |
| Q4 2022 | $293,382 | +8.7% | 1,852 | 0.0% | 0.13% | -1.5% |
| Q3 2022 | $270,000 | -4.9% | 1,852 | 0.0% | 0.14% | 0.0% |
| Q2 2022 | $284,000 | -16.0% | 1,852 | 0.0% | 0.14% | -6.9% |
| Q1 2022 | $338,000 | -4.8% | 1,852 | 0.0% | 0.14% | -21.6% |
| Q4 2021 | $355,000 | -10.6% | 1,852 | -14.9% | 0.18% | -17.4% |
| Q3 2021 | $397,000 | -2.5% | 2,177 | 0.0% | 0.22% | +0.4% |
| Q2 2021 | $407,000 | +6.0% | 2,177 | 0.0% | 0.22% | -8.2% |
| Q1 2021 | $384,000 | +16.7% | 2,177 | 0.0% | 0.24% | +10.0% |
| Q4 2020 | $329,000 | +29.0% | 2,177 | -0.1% | 0.22% | +10.0% |
| Q3 2020 | $255,000 | +4.9% | 2,179 | 0.0% | 0.20% | -4.3% |
| Q2 2020 | $243,000 | +18.5% | 2,179 | -4.8% | 0.21% | +2.4% |
| Q1 2020 | $205,000 | -44.3% | 2,289 | -15.0% | 0.20% | -36.9% |
| Q4 2019 | $368,000 | – | 2,693 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arbor Investment Advisors, LLC | 154,900 | $23,752,000 | 5.08% |
| Waverly Advisors, LLC | 309,884 | $47,518,000 | 4.35% |
| Pinnacle Wealth Management Group, Inc. | 27,335 | $4,192,000 | 3.51% |
| Arlington Financial Advisors, LLC | 39,545 | $6,064,000 | 2.72% |
| Three Bridge Wealth Advisors, LLC | 30,565 | $4,687,000 | 2.30% |
| Resource Planning Group | 14,777 | $2,266,000 | 1.89% |
| Charles Schwab Investment Advisory, Inc. | 4,529,962 | $694,625,000 | 1.21% |
| Callan Capital, LLC | 46,027 | $7,058,000 | 1.09% |
| Frontier Wealth Management LLC | 63,169 | $9,686,000 | 0.70% |
| Prairiewood Capital, LLC | 5,438 | $834,000 | 0.66% |