West Financial Advisors, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PRF and the CUSIP is 46137V613. A total of 419 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.

Quarter-by-quarter ownership
West Financial Advisors, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$1,433,810
-4.9%
45,060
+389.3%
0.36%
-3.0%
Q2 2023$1,507,053
+2.7%
9,209
-1.6%
0.37%
-3.4%
Q1 2023$1,467,305
-19.8%
9,359
-20.6%
0.38%
-24.9%
Q4 2022$1,828,908
+11.8%
11,7880.0%0.51%
+4.3%
Q3 2022$1,636,000
-6.6%
11,788
-0.3%
0.49%
-3.7%
Q2 2022$1,751,000
-14.8%
11,818
-1.8%
0.51%
-5.9%
Q1 2022$2,056,000
-4.8%
12,033
-4.3%
0.54%
-6.6%
Q4 2021$2,159,000
+8.4%
12,5740.0%0.58%
-0.7%
Q3 2021$1,991,000
-4.9%
12,574
-3.7%
0.58%
-8.9%
Q2 2021$2,093,000
+2.4%
13,054
-3.1%
0.64%
-6.6%
Q1 2021$2,044,000
+13.9%
13,4780.0%0.68%
+7.7%
Q4 2020$1,795,00013,4780.64%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
Pinnacle Financial Group, LLC / IL 125,487$21,441,00017.37%
McIlrath & Eck, LLC 289,780$49,512,00014.32%
Waverly Advisors, LLC 973,283$166,295,00014.06%
Arbor Investment Advisors, LLC 421,589$72,033,00013.74%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 75,166$12,843,00010.91%
Solitude Financial Services 86,223$14,732,0009.21%
Baystate Wealth Management LLC 571,571$97,659,0008.62%
RFG Advisory, LLC 754,098$128,845,0008.22%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 232,200$39,674,0007.18%
Detalus Advisors, LLC 76,756$13,115,0006.91%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders