WEALTHSPAN PARTNERS, LLC - INVESCO EXCHANGE TRADED FD T ownership

INVESCO EXCHANGE TRADED FD T's ticker is PHO and the CUSIP is 46137V142. A total of 310 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.1%.

Quarter-by-quarter ownership
WEALTHSPAN PARTNERS, LLC ownership history of INVESCO EXCHANGE TRADED FD T
ValueSharesWeighting
Q3 2023$327,908
-26.1%
6,166
-21.6%
0.26%
-26.0%
Q2 2023$443,564
-11.4%
7,866
-16.2%
0.35%
-18.2%
Q1 2023$500,690
-1.9%
9,385
-5.2%
0.43%
-7.8%
Q4 2022$510,349
+13.4%
9,902
+0.7%
0.46%
-0.4%
Q3 2022$450,000
-4.3%
9,835
-3.3%
0.47%
-4.1%
Q2 2022$470,000
-2.7%
10,175
+11.7%
0.49%
+11.0%
Q1 2022$483,000
-9.6%
9,107
+3.9%
0.44%
-7.2%
Q4 2021$534,0008,7690.47%
Other shareholders
INVESCO EXCHANGE TRADED FD T shareholders Q1 2023
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 182,532$9,707,0727.25%
Polianta Ltd 221,600$11,7845.81%
Hamilton Wealth, LLC 133,840$7,117,6112.55%
AVALON CAPITAL MANAGEMENT 83,237$4,426,5442.26%
THEORY FINANCIAL LLC 66,052$3,512,6452.06%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 143,913$7,653,2581.75%
Verity Asset Management, Inc. 31,868$1,694,7401.25%
Raab & Moskowitz Asset Management LLC 60,946$3,241,0911.14%
Bedell Frazier Investment Counselling, LLC 67,949$3,613,5281.08%
O'ROURKE & COMPANY, Inc 26,485$1,4081.03%
View complete list of INVESCO EXCHANGE TRADED FD T shareholders