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 53 filers reported holding INVESCO ACTIVELY MANAGED ETF in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of INVESCO ACTIVELY MANAGED ETF
ValueSharesWeighting
Q2 2024$2,102,648
+8.4%
56,206
-9.8%
1.88%
-6.3%
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 ↓
USAdvisors Wealth Management, LLC 20,535$574,0000.30%
Patten Group, Inc. 23,307$652,0000.24%
Burt Wealth Advisors 5,425$152,0000.06%
CWM, LLC 124,103$4,412,0000.04%
American Portfolios Advisors 11,336$317,1160.02%
Stratos Wealth Partners, LTD. 20,015$560,0000.02%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 23,719$663,0000.00%
NATIXIS 16,263$455,0000.00%
JANE STREET GROUP, LLC 49,326$1,380,0000.00%
LADENBURG THALMANN FINANCIAL SERVICES INC. 7,069$198,0000.00%
View complete list of INVESCO ACTIVELY MANAGED ETF shareholders