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 Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
Money Design Co.,Ltd. 185,479$9,1090.54%
Laurel Wealth Planning LLC 11,814$5800.38%
INTERACTIVE FINANCIAL ADVISORS, INC. 9,119$447,8630.29%
WealthSpring Partners, LLC 5,446$267,4220.21%
Monterey Private Wealth, Inc. 6,462$317,3330.16%
ALTFEST L J & CO INC 20,653$1,0140.16%
RETIREMENT CAPITAL STRATEGIES 5,136$252,2290.12%
LexAurum Advisors, LLC 6,877$337,7290.11%
VALLEY NATIONAL ADVISERS INC 10,952$5220.09%
PFG Investments, LLC 8,916$437,8630.09%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders