INVESCO EXCHANGE TRADED FD T's ticker is PRFZ and the CUSIP is 46137V597. A total of 223 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $1,223,000 | – | 8,100 | – | 0.98% | – |
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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% |