Concord Wealth Partners - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PZD and the CUSIP is 46137V407. A total of 90 filers reported holding INVESCO EXCHANGE TRADED FD T in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$81,036
-29.8%
1,830
-22.3%
0.02%
-32.0%
Q2 2023$115,381
+32.4%
2,354
+32.6%
0.02%0.0%
Q1 2023$87,170
-22.5%
1,775
-24.6%
0.02%
-26.5%
Q4 2022$112,474
-14.1%
2,354
-3.5%
0.03%
-5.6%
Q2 2022$131,000
-12.7%
2,4390.0%0.04%
-7.7%
Q1 2022$150,000
-19.4%
2,439
-12.7%
0.04%
-15.2%
Q4 2021$186,000
+3.9%
2,795
-1.3%
0.05%
-37.0%
Q3 2021$179,000
-49.7%
2,831
-44.9%
0.07%
-28.4%
Q2 2021$356,000
-23.8%
5,139
-16.8%
0.10%
-35.0%
Q1 2021$467,000
-28.3%
6,180
-28.6%
0.16%
-68.7%
Q4 2020$651,0008,6590.50%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q2 2023
NameSharesValueWeighting ↓
EVERETT HARRIS & CO /CA/ 682,200$33,551,0000.74%
Wealthsimple US, Ltd. 7,491$368,0000.28%
CAMBRIDGE TRUST CO 95,004$5,198,0000.27%
KCM INVESTMENT ADVISORS LLC 72,304$3,556,0000.20%
LexAurum Advisors, LLC 6,728$331,0000.18%
Willow Creek Wealth Management Inc. 5,756$283,0000.13%
Ranch Capital Advisors Inc. 2,522$143,0000.11%
Brouwer & Janachowski, LLC 10,774$530,0000.10%
ALTFEST L J & CO INC 6,938$341,0000.10%
Gradient Investments LLC 37,360$1,837,0000.08%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders