INVESCO EXCHANGE TRADED FD T's ticker is PWV and the CUSIP is 46137V738. A total of 1 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,149,795 | +13.1% | 110,038 | +12.7% | 3.68% | +17.3% |
| Q2 2023 | $4,554,302 | -34.6% | 97,669 | -36.5% | 3.13% | -37.6% |
| Q1 2023 | $6,961,426 | -21.8% | 153,742 | -18.7% | 5.02% | -28.3% |
| Q4 2022 | $8,899,993 | +6.5% | 189,120 | -4.1% | 7.00% | -1.6% |
| Q3 2022 | $8,356,000 | +12.7% | 197,161 | +16.1% | 7.12% | +9.7% |
| Q2 2022 | $7,415,000 | -30.2% | 169,871 | -21.8% | 6.48% | -19.5% |
| Q1 2022 | $10,617,000 | +44.9% | 217,121 | +44.5% | 8.06% | +42.2% |
| Q4 2021 | $7,325,000 | +78.7% | 150,254 | +63.0% | 5.67% | +62.8% |
| Q3 2021 | $4,098,000 | -6.9% | 92,165 | -7.1% | 3.48% | -7.8% |
| Q2 2021 | $4,401,000 | – | 99,193 | – | 3.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WealthTrust-Arizona, LLC | 631,115 | $22,506,000 | 11.59% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 665,001 | $23,714,000 | 8.40% |
| CMH Wealth Management LLC | 352,041 | $12,557,000 | 7.18% |
| Ullmann Wealth Partners Group, LLC | 216,785 | $7,730,000 | 5.35% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 557,844 | $19,893,000 | 4.36% |
| CONDOR CAPITAL MANAGEMENT | 374,714 | $13,362,000 | 2.57% |
| Gratus Capital, LLC | 432,106 | $15,409,000 | 2.28% |
| Wharton Business Group, LLC | 592,482 | $21,128,000 | 2.20% |
| First Personal Financial Services | 162,482 | $5,794,000 | 1.94% |
| Riverpoint Wealth Management Holdings, LLC | 39,281 | $1,401,000 | 0.78% |