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 | $103,919 | -4.0% | 3,150 | +400.0% | 0.05% | -9.4% |
| Q2 2023 | $108,253 | +4.4% | 630 | 0.0% | 0.05% | -8.6% |
| Q1 2023 | $103,648 | -3.5% | 630 | -7.1% | 0.06% | -9.4% |
| Q4 2022 | $107,402 | +8.5% | 678 | 0.0% | 0.06% | +4.9% |
| Q3 2022 | $99,000 | -52.2% | 678 | -49.9% | 0.06% | -51.2% |
| Q2 2022 | $207,000 | +33.5% | 1,353 | +59.6% | 0.12% | +47.1% |
| Q1 2022 | $155,000 | -4.9% | 848 | 0.0% | 0.08% | -15.8% |
| Q4 2021 | $163,000 | +5.2% | 848 | 0.0% | 0.10% | -18.5% |
| Q3 2021 | $155,000 | -40.6% | 848 | -39.2% | 0.12% | -41.2% |
| Q2 2021 | $261,000 | +41.1% | 1,395 | +13.9% | 0.21% | +19.2% |
| Q4 2020 | $185,000 | – | 1,225 | – | 0.18% | – |
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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% |