Center for Financial Planning, Inc. - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PRFZ and the CUSIP is 46137V597. A total of 262 filers reported holding INVESCO EXCHANGE TRADED FD T in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Center for Financial Planning, Inc. ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q2 2024$168,198
-2.9%
4,4100.0%0.02%
-7.7%
Q1 2024$173,225
+0.2%
4,410
-4.3%
0.03%
-18.8%
Q4 2023$172,829
+13.6%
4,6100.0%0.03%
-3.0%
Q3 2023$152,084
-4.0%
4,610
+400.0%
0.03%0.0%
Q2 2023$158,428
+4.4%
9220.0%0.03%
-5.7%
Q1 2023$151,688
+3.9%
9220.0%0.04%0.0%
Q4 2022$146,054
+5.1%
922
-3.4%
0.04%
-5.4%
Q3 2022$139,000
-4.8%
9540.0%0.04%0.0%
Q2 2022$146,000
-16.1%
9540.0%0.04%
+2.8%
Q1 2022$174,000
-11.2%
954
-6.7%
0.04%
-10.0%
Q4 2021$196,000
+4.8%
1,0220.0%0.04%
-11.1%
Q3 2021$187,000
-2.1%
1,0220.0%0.04%
-4.3%
Q2 2021$191,000
+3.8%
1,022
-2.3%
0.05%
-2.1%
Q1 2021$184,0001,0460.05%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q2 2024
NameSharesValueWeighting ↓
Delphi Private Advisors LLC 67,220$7,640,00042.44%
Hefren-Tillotson, Inc. 593,793$67,490,00025.02%
WADDELL & ASSOCIATES, LLC 231,864$26,354,00012.21%
Waverly Advisors, LLC 199,037$22,623,0003.95%
Cerity Partners OCIO LLC 453,833$51,583,0003.30%
Cardan Capital Partners, LLC 138,706$15,765,0002.77%
Legacy Private Trust Co. 187,358$21,295,0002.75%
Resource Planning Group 30,655$3,484,0002.60%
Trilogy Capital Inc. 139,756$15,885,0002.14%
Callan Capital, LLC 50,728$5,766,0002.10%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders