INVESCO EXCHANGE TRADED FD T's ticker is PEY and the CUSIP is 46137V563.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $288,104 | -3.5% | 15,341 | 0.0% | 0.03% | -9.4% |
| Q2 2023 | $298,536 | -2.7% | 15,341 | 0.0% | 0.03% | -20.0% |
| Q1 2023 | $306,820 | -6.1% | 15,341 | 0.0% | 0.04% | -18.4% |
| Q4 2022 | $326,763 | +14.7% | 15,341 | 0.0% | 0.05% | -14.0% |
| Q3 2022 | $285,000 | -9.5% | 15,341 | 0.0% | 0.06% | -16.2% |
| Q2 2022 | $315,000 | -6.2% | 15,341 | 0.0% | 0.07% | -9.3% |
| Q1 2022 | $336,000 | 0.0% | 15,341 | 0.0% | 0.08% | -27.9% |
| Q4 2021 | $336,000 | – | 15,341 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ahrens Investment Partners LLC | 967,280 | $17,353,000 | 6.52% |
| RPg Family Wealth Advisory, LLC | 218,469 | $3,919,343,000 | 2.95% |
| Merriman Wealth Management, LLC | 422,395 | $7,578,000 | 1.62% |
| Sequoia Wealth Management, LLC | 87,759 | $1,579,000 | 1.36% |
| Capital Advisors, Ltd. LLC | 264,072 | $4,737,000 | 1.34% |
| AFT, FORSYTH & COMPANY, INC. | 42,180 | $757,000 | 0.63% |
| Madrona Financial Services, LLC | 44,695 | $802,000 | 0.61% |
| B. Riley Wealth Management, Inc. | 89,089 | $1,598,000 | 0.39% |
| Claraphi Advisory Network, LLC | 31,339 | $562,000 | 0.31% |
| Clearwater Capital Advisors, LLC | 80,032 | $1,436,000 | 0.28% |