INVESCO EXCHANGE TRADED FD T's ticker is PRFZ and the CUSIP is 46137V597. A total of 254 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $276,706 | -18.4% | 7,255 | -15.9% | 0.13% | -17.3% |
Q1 2024 | $338,986 | -89.9% | 8,630 | -90.4% | 0.16% | -91.5% |
Q4 2023 | $3,353,705 | +8.7% | 89,456 | -4.4% | 1.84% | +5.3% |
Q3 2023 | $3,086,313 | +759.0% | 93,553 | +4374.1% | 1.74% | +753.9% |
Q2 2023 | $359,297 | -4.2% | 2,091 | -8.2% | 0.20% | -15.4% |
Q1 2023 | $374,941 | +4.6% | 2,279 | +0.8% | 0.24% | -1.6% |
Q4 2022 | $358,323 | +7.0% | 2,262 | -1.7% | 0.24% | 0.0% |
Q3 2022 | $335,000 | -47.5% | 2,302 | -44.7% | 0.24% | -45.3% |
Q2 2022 | $638,000 | -89.2% | 4,160 | -87.1% | 0.45% | -87.8% |
Q1 2022 | $5,887,000 | -15.4% | 32,227 | -11.2% | 3.68% | -20.5% |
Q4 2021 | $6,956,000 | +18.3% | 36,284 | +12.6% | 4.63% | +14.3% |
Q3 2021 | $5,879,000 | -0.8% | 32,216 | +1.6% | 4.05% | -5.8% |
Q2 2021 | $5,926,000 | +6.3% | 31,710 | +0.3% | 4.30% | -4.3% |
Q1 2021 | $5,573,000 | +0.9% | 31,604 | -13.6% | 4.49% | -7.4% |
Q4 2020 | $5,522,000 | – | 36,584 | – | 4.85% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Johnson & White Wealth Management, LLC | 195,827 | $7,469 | 7.14% |
Arbor Investment Advisors, LLC | 860,048 | $32,802,222 | 4.80% |
Three Bridge Wealth Advisors, LLC | 197,085 | $7,516,840 | 2.98% |
Sound Stewardship, LLC | 77,723 | $2,964,339 | 1.80% |
FIRST FOUNDATION ADVISORS | 1,027,074 | $39,172,591 | 1.50% |
Arlington Financial Advisors, LLC | 175,733 | $6,702,457 | 1.47% |
Waverly Advisors, LLC | 1,466,577 | $55,935,261 | 1.10% |
Callan Capital, LLC | 290,443 | $11,077,479 | 0.92% |
WealthBridge Capital Management, LLC | 68,485 | $2,612,036 | 0.86% |
OMNI 360 Wealth, Inc. | 22,212 | $847,177 | 0.63% |