Charter Oak Capital Management, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PFM and the CUSIP is 46137V506. A total of 118 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q2 2022$61,000
-10.3%
1,774
+0.5%
0.01%0.0%
Q1 2022$68,000
-2.9%
1,765
+0.5%
0.01%0.0%
Q4 2021$70,000
+11.1%
1,757
+0.5%
0.01%0.0%
Q3 2021$63,0000.0%1,748
+0.5%
0.01%0.0%
Q2 2021$63,000
+5.0%
1,740
+0.5%
0.01%0.0%
Q1 2021$60,000
+5.3%
1,732
+0.4%
0.01%
-11.1%
Q4 2020$57,0001,7250.01%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
Flaharty Asset Management, LLC 438,708$16,868,0003.10%
Horizon Wealth Management, LLC 150,291$5,779,0001.80%
Good Life Advisors, LLC 294,555$11,326,0001.41%
Capital Advisory Group Advisory Services, LLC 46,821$1,800,0000.84%
EUDAIMONIA ADVISORS LLC 34,502$1,327,0000.76%
Bond & Devick Financial Network, Inc. 15,625$601,0000.48%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 318,472$11,739,0000.47%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 258,258$9,913,0000.38%
GoalVest Advisory LLC 11,844$455,0000.26%
Institute for Wealth Management, LLC. 40,910$1,573,0000.26%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders