Monterey Private Wealth, Inc. - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PZD and the CUSIP is 46137V407. A total of 108 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Monterey Private Wealth, Inc. ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$267,266
-14.8%
6,036
-5.7%
0.13%
-11.8%
Q2 2023$313,682
-1.2%
6,400
-1.0%
0.15%
-6.7%
Q1 2023$317,333
+3.0%
6,462
+0.2%
0.16%
-1.8%
Q4 2022$308,056
-6.4%
6,447
-4.6%
0.17%
-15.7%
Q3 2022$329,000
-9.1%
6,757
+0.2%
0.20%
-4.8%
Q2 2022$362,000
-13.4%
6,742
+0.4%
0.21%
+2.5%
Q1 2022$418,000
-14.2%
6,714
-8.0%
0.20%
-16.2%
Q4 2021$487,000
+1.2%
7,299
-5.6%
0.24%
-10.7%
Q3 2021$481,000
+0.4%
7,731
+11.6%
0.27%
-1.8%
Q2 2021$479,000
-10.6%
6,926
+0.2%
0.28%
-6.8%
Q1 2021$536,000
+30.4%
6,911
+26.2%
0.30%
+24.5%
Q4 2020$411,0005,4750.24%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2021
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 16,041$710,3290.33%
Laurel Wealth Planning LLC 7,943$3520.27%
INTERACTIVE FINANCIAL ADVISORS, INC. 8,933$395,5930.27%
Money Design Co.,Ltd. 98,929$4,3810.27%
WealthSpring Partners, LLC 5,064$224,2400.17%
ALTFEST L J & CO INC 21,386$9470.15%
Monterey Private Wealth, Inc. 6,036$267,2660.13%
LexAurum Advisors, LLC 6,918$306,3330.09%
VALLEY NATIONAL ADVISERS INC 10,238$4530.08%
3D/L Capital Management, LLC 5,338$236,3820.08%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders