INVESCO EXCHANGE TRADED FD T's ticker is PFM and the CUSIP is 46137V506. A total of 118 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $475,621 | -4.4% | 13,020 | 0.0% | 0.31% | -1.0% |
| Q2 2023 | $497,755 | +4.5% | 13,020 | 0.0% | 0.31% | +1.6% |
| Q1 2023 | $476,532 | +0.2% | 13,020 | 0.0% | 0.30% | -10.3% |
| Q4 2022 | $475,490 | +12.9% | 13,020 | 0.0% | 0.34% | -2.6% |
| Q3 2022 | $421,000 | -6.2% | 13,020 | 0.0% | 0.35% | -11.5% |
| Q2 2022 | $449,000 | -25.3% | 13,020 | -16.7% | 0.39% | -18.1% |
| Q1 2022 | $601,000 | -3.2% | 15,625 | 0.0% | 0.48% | +3.0% |
| Q4 2021 | $621,000 | +11.3% | 15,625 | +0.7% | 0.47% | +0.4% |
| Q3 2021 | $558,000 | +1.8% | 15,523 | +2.8% | 0.46% | +2.7% |
| Q2 2021 | $548,000 | +5.0% | 15,100 | 0.0% | 0.45% | -6.4% |
| Q1 2021 | $522,000 | – | 15,100 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Private Wealth Advisors | 337,438 | $12,323,224 | 6.56% |
| Flaharty Asset Management, LLC | 669,341 | $24,444,344 | 4.58% |
| Capital Advisory Group Advisory Services, LLC | 48,722 | $1,779,327 | 1.21% |
| EUDAIMONIA ADVISORS LLC | 37,980 | $1,387,030 | 0.94% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 399,765 | $14,599,430 | 0.55% |
| Bond & Devick Financial Network, Inc. | 13,020 | $475,490 | 0.34% |
| Institute for Wealth Management, LLC. | 40,725 | $1,487,266 | 0.31% |
| Aspire Wealth Management Corp | 8,456 | $308,801 | 0.27% |
| Strategies Wealth Advisors, LLC | 24,327 | $888,418 | 0.22% |
| StrategIQ Financial Group, LLC | 48,971 | $1,788,431 | 0.21% |