Navis Wealth Advisors, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PEJ and the CUSIP is 46137V720. A total of 127 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
Navis Wealth Advisors, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$290,784
-8.3%
7,588
+0.0%
0.42%
+44.7%
Q2 2023$317,197
+2.9%
7,585
+0.1%
0.29%
-13.9%
Q1 2023$308,371
+12.2%
7,579
+0.4%
0.34%
-13.6%
Q4 2022$274,938
+5.3%
7,551
+0.1%
0.39%
-3.0%
Q3 2022$261,000
-4.4%
7,545
+0.2%
0.40%
+38.0%
Q2 2022$273,000
-25.6%
7,532
+0.1%
0.29%
-10.2%
Q1 2022$367,000
-0.3%
7,522
+0.1%
0.32%
+4.8%
Q4 2021$368,000
-2.6%
7,511
+0.1%
0.31%
+17.4%
Q3 2021$378,000
-3.6%
7,502
+0.0%
0.26%
-19.8%
Q2 2021$392,000
+13.6%
7,500
+0.0%
0.33%
+23.2%
Q1 2021$345,000
+115.6%
7,497
+87.7%
0.27%
+85.4%
Q4 2020$160,0003,9940.14%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q4 2022
NameSharesValueWeighting ↓
Richmond Brothers, Inc. 95,253$4,650,0003.58%
SFI Advisors, LLC 114,321$5,575,0003.40%
360 Financial, Inc. 138,455$6,769,0003.26%
Harel Insurance Investments & Financial Services Ltd. 3,981,247$194,166,0003.18%
MRA Advisory Group 67,387$3,286,0002.49%
Beta Wealth Group, Inc. 56,610$2,761,0001.85%
WealthCare Investment Partners, LLC 40,952$1,936,0001.72%
Bensler, LLC 161,127$7,858,1801.65%
Lionsbridge Wealth Management LLC 28,213$1,376,0001.59%
Peterson Wealth Services 52,753$2,573,0001.58%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders