WFA of San Diego, LLC - INVESCO ACTIVELY MANAGED ETF ownership

INVESCO ACTIVELY MANAGED ETF's ticker is PHDG and the CUSIP is 46090A705. A total of 2 filers reported holding INVESCO ACTIVELY MANAGED ETF in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of INVESCO ACTIVELY MANAGED ETF
ValueSharesWeighting
Q3 2023$1,940,418
-10.4%
62,279
-4.2%
2.01%
-5.7%
Q2 2023$2,166,100
-16.5%
65,029
-17.6%
2.13%
-21.5%
Q1 2023$2,593,896
-7.2%
78,914
-8.8%
2.71%
+26.8%
Q4 2022$2,794,186
-5.3%
86,561
-0.3%
2.14%
-19.6%
Q3 2022$2,950,000
+4.8%
86,778
+0.6%
2.66%
+10.3%
Q2 2022$2,814,000
-16.2%
86,260
-7.1%
2.41%
-5.7%
Q1 2022$3,356,000
-5.6%
92,860
-0.6%
2.56%
+23.6%
Q4 2021$3,556,000
+6.8%
93,403
+0.2%
2.07%
-11.3%
Q3 2021$3,331,000
-3.4%
93,232
-3.9%
2.33%
-13.0%
Q2 2021$3,448,000
+2.0%
96,981
-11.1%
2.68%
+238.4%
Q2 2020$3,380,000109,0940.79%
Other shareholders
INVESCO ACTIVELY MANAGED ETF shareholders Q4 2023
NameSharesValueWeighting ↓
First PREMIER Bank 438,770$14,316,0004.27%
Anson Capital, Inc. 100,473$3,278,0003.47%
January Capital Advisors LLC 116,466$3,800,0003.38%
WFA of San Diego, LLC 86,260$2,814,0002.41%
Beta Wealth Group, Inc. 90,330$2,948,0001.98%
PALLADIEM, LLC 23,033$752,0000.75%
Patten Group, Inc. 56,042$1,861,0000.60%
LCNB CORP 27,733$905,0000.47%
Darwin Wealth Management, LLC 63,765$2,201,0000.44%
CALTON & ASSOCIATES, INC. 24,362$794,0000.44%
View complete list of INVESCO ACTIVELY MANAGED ETF shareholders