TruWealth Advisors, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PHO and the CUSIP is 46137V142. A total of 306 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.1%.

Quarter-by-quarter ownership
TruWealth Advisors, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$249,045
+1.9%
4,683
+8.1%
0.02%0.0%
Q2 2023$244,420
+15.9%
4,334
+9.6%
0.02%
+10.5%
Q1 2023$210,950
+3.5%
3,954
+0.0%
0.02%
-5.0%
Q4 2022$203,7423,9530.02%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 182,532$9,707,0727.25%
Polianta Ltd 221,600$11,7845.81%
Hamilton Wealth, LLC 133,840$7,117,6112.55%
AVALON CAPITAL MANAGEMENT 83,237$4,426,5442.26%
THEORY FINANCIAL LLC 66,052$3,512,6452.06%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 143,913$7,653,2581.75%
Verity Asset Management, Inc. 31,868$1,694,7401.25%
Raab & Moskowitz Asset Management LLC 60,946$3,241,0911.14%
Bedell Frazier Investment Counselling, LLC 67,949$3,613,5281.08%
O'ROURKE & COMPANY, Inc 26,485$1,4081.03%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders