IAM Advisory, LLC - INVESCO EXCHANGE TRADED FD T ownership

Quarter-by-quarter ownership
IAM Advisory, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$255,861
-5.5%
3,206
+0.1%
0.09%
-3.3%
Q2 2023$270,626
-43.5%
3,204
-46.2%
0.09%
-44.6%
Q1 2023$479,337
+68.2%
5,951
+63.7%
0.17%
+58.1%
Q4 2022$284,9603,6350.10%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2023
NameSharesValueWeighting ↓
Activest Wealth Management 191,732$32,196,08622.27%
SEARCY FINANCIAL SERVICES INC /ADV 135,188$11,419,3116.63%
Presidio Capital Management, LLC 71,843$6,068,5654.86%
VALLEY FINANCIAL MANAGEMENT, INC. 88,781$7,499,3313.88%
Hollow Brook Wealth Management LLC 61,019$5,154,2752.23%
CASTLE WEALTH MANAGEMENT LLC 34,285$2,896,0602.02%
Summit Trail Advisors, LLC 590,182$49,852,6401.88%
Quaker Wealth Management, LLC 47,885$4,044,8121.83%
ORLEANS CAPITAL MANAGEMENT CORP/LA 27,201$2,297,6681.63%
PACIFIC SUN FINANCIAL CORP 29,941$2,411,7481.61%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders