Laurel Wealth Planning LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PRF and the CUSIP is 46137V613. A total of 409 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.6%.

Quarter-by-quarter ownership
Laurel Wealth Planning LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q4 2022$143,514
+12.1%
9250.0%0.09%
-1.1%
Q3 2022$128,000
-6.6%
9250.0%0.09%
-2.1%
Q2 2022$137,000
-13.3%
9250.0%0.10%
-10.3%
Q1 2022$158,000
-24.0%
925
-23.5%
0.11%
-32.3%
Q4 2021$208,000
-9.2%
1,209
-16.4%
0.16%
-14.6%
Q3 2021$229,000
-8.4%
1,447
-7.1%
0.18%
-15.1%
Q2 2021$250,000
-38.3%
1,558
-41.7%
0.22%
-41.1%
Q1 2021$405,000
+13.8%
2,6710.0%0.37%
+6.6%
Q4 2020$356,0002,6710.35%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q1 2023
NameSharesValueWeighting ↓
FLYNN ZITO CAPITAL MANAGEMENT, LLC 622,781$19,816,89213.91%
Pinnacle Financial Group, LLC / IL 718,022$22,847,45213.60%
Arbor Investment Advisors, LLC 2,168,904$69,014,51812.06%
McIlrath & Eck, LLC 1,397,164$44,457,7708.94%
Garrett Wealth Advisory Group, LLC 539,560$17,168,8297.81%
RFG Advisory, LLC 5,087,232$161,875,7107.24%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,117,500$35,558,8506.96%
Baystate Wealth Management LLC 2,650,749$84,346,8506.95%
Montz Harcus Wealth Management LLC 245,824$7,822,1056.68%
Waverly Advisors, LLC 4,597,302$146,286,1426.38%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders