Sterling Financial Planning, Inc. - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PRFZ and the CUSIP is 46137V597. A total of 196 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sterling Financial Planning, Inc. ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$661,861
-9.8%
20,062
+370.1%
0.34%
-6.6%
Q2 2023$733,364
-4.4%
4,268
-8.5%
0.36%
-12.7%
Q1 2023$767,059
-8.8%
4,662
-12.2%
0.42%
-17.1%
Q4 2022$841,430
+6.2%
5,312
-2.3%
0.50%
-9.5%
Q3 2022$792,000
-7.3%
5,437
-2.4%
0.56%
-7.5%
Q2 2022$854,000
-20.0%
5,571
-4.7%
0.60%
-10.7%
Q1 2022$1,068,000
-8.5%
5,846
-4.0%
0.67%
-7.9%
Q4 2021$1,167,000
+2.3%
6,087
-2.7%
0.73%
+0.6%
Q3 2021$1,141,000
-3.8%
6,254
-1.4%
0.73%
-5.7%
Q2 2021$1,186,000
-6.5%
6,346
-11.7%
0.77%
-14.8%
Q1 2021$1,268,000
+3.7%
7,188
-11.3%
0.90%
-8.2%
Q4 2020$1,223,0008,1000.98%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2021
NameSharesValueWeighting ↓
Delphi Private Advisors LLC 65,282$8,335,00042.58%
Hefren-Tillotson, Inc. 607,692$77,590,00021.42%
WADDELL & ASSOCIATES, LLC 282,865$36,116,00010.94%
Waverly Advisors, LLC 206,981$26,427,0003.94%
ARGI Investment Services, LLC 557,516$71,184,0003.83%
Arlington Financial Advisors, LLC 41,525$5,302,0003.04%
Cardan Capital Partners, LLC 149,152$19,044,0002.89%
Accredited Investors Inc. 80,292$10,252,0002.01%
Trilogy Capital Inc. 141,054$18,048,0001.99%
Callan Capital, LLC 47,832$6,107,0001.97%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders