INVESCO EXCHANGE TRADED FD T's ticker is PRFZ and the CUSIP is 46137V597. A total of 175 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2020. The put-call ratio across all filers is 0.98 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $523 | -15.5% | 15,853 | +340.2% | 0.06% | -13.9% |
| Q2 2023 | $619 | +4.6% | 3,601 | +0.1% | 0.07% | -2.7% |
| Q1 2023 | $592 | -35.6% | 3,599 | -38.4% | 0.07% | -43.1% |
| Q4 2022 | $919 | -99.9% | 5,841 | -14.0% | 0.13% | -11.6% |
| Q3 2022 | $977,000 | -7.9% | 6,790 | -2.7% | 0.15% | -4.5% |
| Q2 2022 | $1,061,000 | +11.4% | 6,977 | +33.8% | 0.15% | +27.3% |
| Q1 2022 | $952,000 | -6.6% | 5,214 | -1.9% | 0.12% | -5.5% |
| Q4 2021 | $1,019,000 | +6.1% | 5,313 | +1.0% | 0.13% | -6.6% |
| Q3 2021 | $960,000 | -1.5% | 5,261 | +0.8% | 0.14% | -6.2% |
| Q2 2021 | $975,000 | +4.1% | 5,219 | -1.8% | 0.15% | -9.9% |
| Q1 2021 | $937,000 | +11.2% | 5,312 | -4.9% | 0.16% | -0.6% |
| Q4 2020 | $843,000 | – | 5,587 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arbor Investment Advisors, LLC | 156,022 | $25,668,766 | 4.73% |
| Johnson & White Wealth Management, LLC | 27,289 | $4,490 | 4.00% |
| Three Bridge Wealth Advisors, LLC | 37,631 | $6,190,999 | 2.87% |
| Waverly Advisors, LLC | 301,770 | $49,647,139 | 2.59% |
| Arlington Financial Advisors, LLC | 39,227 | $6,453,665 | 2.49% |
| Sound Stewardship, LLC | 17,675 | $2,907,833 | 1.96% |
| Resource Planning Group | 10,225 | $1,682,165 | 1.37% |
| Callan Capital, LLC | 68,036 | $11,193,263 | 1.30% |
| Charles Schwab Investment Advisory, Inc. | 4,176,965 | $687,194,301 | 1.10% |
| Verum Partners LLC | 4,809 | $791,218 | 0.84% |