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

INVESCO EXCHANGE TRADED FD T's ticker is PRF and the CUSIP is 46137V613. A total of 352 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Sterling Financial Planning, Inc. ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$1,302,249
-5.2%
40,925
+387.8%
0.67%
-1.9%
Q2 2023$1,373,102
+3.8%
8,390
-0.6%
0.68%
-5.3%
Q1 2023$1,322,846
-0.4%
8,438
-1.4%
0.72%
-9.5%
Q4 2022$1,328,114
+11.9%
8,560
+0.1%
0.79%
-4.7%
Q3 2022$1,187,000
-6.3%
8,555
+0.1%
0.83%
-6.6%
Q2 2022$1,267,000
-10.6%
8,548
+3.0%
0.89%
-0.1%
Q1 2022$1,417,000
-0.4%
8,296
+0.2%
0.89%
+0.3%
Q4 2021$1,422,000
+8.1%
8,281
-0.3%
0.89%
+6.2%
Q3 2021$1,315,000
-2.2%
8,305
-0.9%
0.84%
-4.1%
Q2 2021$1,344,000
-8.4%
8,382
-13.3%
0.87%
-16.5%
Q1 2021$1,467,000
+9.3%
9,670
-4.0%
1.05%
-3.1%
Q4 2020$1,342,00010,0751.08%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2021
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