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 ↓
Anson Capital, Inc. 121,725$4,054,6557.52%
Asset Allocation Strategies LLC 418,008$13,923,8666.57%
First PREMIER Bank 424,020$14,1244.03%
Baron Financial Group, LLC 129,170$4,302,6532.66%
Family Capital Management, Inc. 112,522$3,748,1082.34%
WFA of San Diego, LLC 65,029$2,166,1002.13%
Financial Enhancement Group LLC 146,264$4,921,7840.91%
WealthPlan Investment Management, LLC 85,799$2,857,9510.85%
Beta Wealth Group, Inc. 41,322$1,376,4450.80%
Lunt Capital Management, Inc. 30,554$1,017,7540.55%
View complete list of INVESCO ACTIVELY MANAGED ETF shareholders