Cassady Schiller Wealth Management, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PRF and the CUSIP is 46137V613. A total of 419 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.

Quarter-by-quarter ownership
Cassady Schiller Wealth Management, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$29,115
-2.8%
915
+400.0%
0.02%0.0%
Q2 2023$29,948
+4.4%
1830.0%0.02%
+23.1%
Q1 2023$28,691
+1.1%
1830.0%0.01%
-23.5%
Q4 2022$28,392
-8.4%
1830.0%0.02%
-10.5%
Q4 2021$31,0001830.02%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q3 2023
NameSharesValueWeighting ↓
Pinnacle Financial Group, LLC / IL 143,197$22,450,38613.40%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 114,468$17,946,24013.03%
Arbor Investment Advisors, LLC 440,145$69,005,88812.70%
McIlrath & Eck, LLC 295,780$46,372,38310.82%
Baystate Wealth Management LLC 605,487$94,928,3368.26%
SAXON INTERESTS, INC. 89,931$14,099,3917.97%
Waverly Advisors, LLC 964,853$151,269,6007.90%
Garrett Wealth Advisory Group, LLC 101,181$15,863,1777.74%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 225,295$35,321,7507.06%
Montz Harcus Wealth Management LLC 46,010$7,213,4426.66%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders